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45110 Club Drive Suite B, Indian Wells, CA 92210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-09-03 |
Branch Locations
45110 Club Drive Suite B, Indian Wells, CA 92210 • United States
45110 Club Drive Suite B, Indian Wells, CA 92210 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anahiem | CA | 10/2015 | 08/2019 |
| Dst Wealth Management, Llc | Indian Wells | CA | 08/2019 | Present |
| Hb Securities Llc | Decatur | GA | 05/2021 | 03/2023 |
| Ashton Stewart & Co., Inc. | Miami | FL | 02/2025 | Present |
DST WEALTH MANAGEMENT, INVESTMENT RELATED; CALIFORNIA; START DATE: 08/2019; INVESTMENT ADVISOR REPRESENTATIVE; REGISTERED INVESTMENT ADVISOR PROVIDING INVESTMENT ADVICE TO CLIENTS. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER CRAIG SZABO AND HIS AFFILIATED COMPANY, DST ADVISORS INC. THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICE IN CONNECTION WITH THE DEFERRED SALES TRUST PROGARM AND SYSTEM, DEVOTED TIME IS 1 HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 INDIAN WELLS DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER RYAN O'CONNELL AND HIS AFFILIATED COMPANY, NORTHWEST DST MANAGEMENT GROUP, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICES IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 5/9/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 INDIAN WELLS DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER KENT LEFEVRE AND HIS AFFILIATED COMPANY, GUARDIAN DST SERVICES, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICES IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 10/1/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXCLUSIVE MARKETING SUBLICENSE TO UNAFFILIATED THIRD PARTY BUYER GREGORY REESE AND HIS AFFILIATED COMPANY, REEFPOINT, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICE IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 1/9/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT REALTED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, PROVIDES ADMINISTRATIVE, MARKETING AND SUPPORT SERVICES TO ASSIST ITS MEMBERS IN REFERRING CLIENTS FOR VARIOUS TYPES OF ESTATE AND TAX PLANNING PROGRAMS FOR THEIR CLIENTS, FOUNDER/CEO, SINCE 01/2003, DEVOTED TIME IS 150 HOURS A MONTH. GENERAL AGENT, INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, SELL FIXED ANNUITIES AND LIFE PRODUCTS, AGENT, SINCE 10/08/2002, DEVOTED TIME IS 25 HRS A MONTH. TELIBRICK HOSPITALITY NETWORK, President, no compensation, 10 hrs a week.NON-INVESTMENT RELATED, 9120 DOUBLE DIAMOND PKWY., SUITE #1631, RENO, NV 89521, WHOLLY OWNS STOCKS OF ESTATE PLANNING TEAM, PRESIDENT, SINCE 2000, NO DUTIES. B & N MINING, INC, INVESTMENT RELATED, 45110 CLUB DRIVE SUITE B, INDIAN WELLS, CA 92210, 10/01/2021 DEVOTED 8 HOURS A MONTH. 0 HOURS DURING TRADING HOURS. B&N MINING, INC OWNS AND CONTROLS 100% OF B&N MINING LLC AND B&N MINING INFRASTRUCTURE LLC, 10 HRS A WEEK, NO COMPENSATION, MANAGER, PRINCIPAL, CFO, AND 50% OWNER. MANAGER OF B&N MINING, LLC, OWNS 100% OF THE COMMON MEMBERSHIP INTERESTS THROUGH OWNERSHIP OF ITS OWNER. CONDUCTS A PRIVATE OFFERING PURSUANT TO THE EXEMPTION CONTAINED IN RULE 5069C) OF THE REGULATION D OF THE SECURITIES ACT OF 1933 FOR THIS LLC OF ITS PREFERRED MEMBERSHIP INTERESTS IN AN AMOUNT UP TO $4,000,000 FOR WHICH ROBERT SHALL NOT RECEIVE ANY SELLING COMPENSATION MANAGER OF B&N MINING INFRASTRUCTURE, LLC AND RANDSBURG INN, LLC OWNS 100% OF THE MEMBERSHIP INTERESTS THROUGH THE OWNER OF THE OWNER, NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
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