Best Investors Account Sign in
Current Employers
Dst Wealth Management Llc

45110 Club Drive Suite B, Indian Wells, CA 92210 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-09-03
  • CA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2015-10-30 → 2019-08-30
    Indian Wells, CA
    Anaheim, CA
    Indian Wells, CA
  • 2007-07-11 → 2015-10-30
    J P Turner & Company Capital Management, Llc
    Indian Wells, CA
  • 2003-01-22 → 2007-07-12
    Brookstreet Securities Corporation
    Palm Desert, CA
    Newhall, CA
    Laguna Niguel, CA
    Irvine, CA
    Brea, CA
    Santa Ana, CA
    Templeton, CA
  • 2001-08-03 → 2002-12-31
    Raymond James Financial Services, Inc.
    Palm Desert, CA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-21
  • S63 Uniform Securities Agent State Law Examination
    1994-10-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Indian Wells, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor