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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-17 |
Branch Locations
24359 Walnut Street Unit B, Santa Clarita, CA 91321 • United States
873 E. State Street, Eagle, ID 83616 • United States
Valencia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lentini Financial Advisory | Valencia | CA | 07/2015 | Present |
| College Of The Canyons | Santa Clarita | CA | 02/2014 | Present |
| Signator Investors, Inc. | Santa Clarita | CA | 05/2016 | 04/2018 |
| Triad Advisors | Norcross | GA | 04/2018 | 08/2024 |
| Osaic Wealth, Inc. | Santa Clarita | CA | 08/2024 | Present |
1) DBA Lentini Financial Advisory; investment related; 24359 Walnut Ave, Unit B, Santa Clarita, CA 91321;financial planning; owner/operator;1996;120 hrs/month; 6.5 hrs during trading; meet with clients to create a financial plan to fit their retirement goals and objectives 2) Continuum Advisory, LLC; investment related; 873 E. State Street, Eagle, ID 83616; RIA; advisor; 120 hrs/month; 6.5 hrs during trading; advisory platform 3) Insurance Sales - appointment with several carriers; not investment related; life insurance sales; life insurance broker; 1996; 5 hrs/month; 15-30 minutes during trading; provide life insurance for clients 4. LENTINI FINANCIAL ADVISORY POSITION: owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 7 START DATE: 02/01/1990 ADDRESS: 23665 Via Andorra, Santa Clarita, CA 91355, United States DESCRIPTION: Advisory for clients,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-08 |
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