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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-05-07 |
| FL | RA | APPROVED | 2022-08-26 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
7108 Fairway Drive Suite #120, Palm Beach Gardens, FL 33418 • United States
111 3Rd Avenue S Unit 225, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prodigy Capital | Palm Beach Gardens | FL | 04/2015 | 12/2018 |
| Millennium Hill Capital Management | Miaim | FL | 01/2019 | 09/2020 |
| E Street Financial | Marlton | NJ | 10/2020 | Present |
| Linsky Financial Group | West Palm Beach | FL | 10/2020 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2022 | Present |
1. PARTNER, LINSKY FINANCIAL GROUP, 1655 PALM BEACH LAKES BLVD., #402, WEST PALM BEACH, FL 33401. NON INVESTMENT RELATED SINCE 1/2021 AND I SPEND APPROX. 40-160 HOURS PER MONTH ON THIS ACTIVITY. LIFE INSURANCE AGENCY, SALES OF LIFE INSURANCE. 2. E STREET FINANCIAL, 102H CENTRE BLVD., MARLTON, NJ 08053. NON INVESTMENT. DBA FOR BRANDING PURPOSES ONLY. 3. L3 FAMILY WEALTH PARTNERS LLC POSITION: Partner NATURE: Disclosing DBA for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/09/2022 ADDRESS: 1655 Palm Beach Lakes Boulevard, 402, West Palm Beach FL 33401, United States DESCRIPTION: Disclosing DBA for branding purposes only 4. IMAGINATIION ONE LLC POSITION: MGR NATURE: accounting purposes only. pass through entity S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2021 ADDRESS: 7108 fairway Dr, palm beach gardens FL 33418, United States DESCRIPTION: sole member LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-24 |
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