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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-22 |
| CA | RA | APPROVED | 2018-04-19 |
Branch Locations
18411 Crenshaw Blvd. Ste. 280, Torrance, CA 90504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Geschwind & Assoc. | Jericho | NY | 07/2004 | Present |
| Centaurus Financial,Inc. | Orange | CA | 03/2005 | 04/2018 |
| Independent Financial Group | Torrance | CA | 04/2018 | Present |
(1) MIDTOWN WEALTH ADVISORS INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2015 ADDRESS: 18411 Crenshaw Blvd., Ste. 280, Torrance CA 90504, United States DESCRIPTION: 100% owner of DBA used for marketing securities, advisory, and insurance services. (2) MIDTOWN PLANNING POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 05/01/2005 ADDRESS: 18411 Crenshaw Blvd., Ste. 280, Torrance CA 90504, United States DESCRIPTION: 100% owner of college consulting company consulting on obtaining financial aid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-13 |
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