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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-01 |
| CO | RA | APPROVED | 2025-10-01 |
| ND | RA | APPROVED | 2025-08-06 |
| NC | RA | APPROVED | 2025-08-04 |
| SD | RA | APPROVED | 2025-08-04 |
| NJ | RA | APPROVED | 2024-02-15 |
| WV | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED_RES | 2022-09-19 |
| MA | RA | APPROVED | 2022-05-25 |
| UT | RA | APPROVED | 2022-03-07 |
| OR | RA | APPROVED | 2022-01-06 |
| CA | RA | APPROVED | 2016-10-20 |
| HI | RA | APPROVED | 2016-10-19 |
| ID | RA | APPROVED | 2016-10-19 |
| WA | RA | APPROVED | 2016-10-19 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
140 S. Lake Avenue Suite #324, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Dipietro, Cpa | Monrovia | CA | 06/2009 | Present |
| Transamerica Financial Advisors, Inc | Pasadena | CA | 05/2014 | 10/2016 |
| World Financial Group, Inc. | Pasadena | CA | 05/2014 | 10/2016 |
| Myrtle Avenue Properties | Monrovia | CA | 01/2009 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 10/2016 | Present |
1. CGM, NON-INVESTMENT RELATED, 140 S. LAKE AVE., #324, PASADENA, CA 91101, PROPERTY AND CASUALTY INSURANCE, AGENT, SINCE 2/27/2019, DEVOTED TIME IS 10 HOURS A MONTH, I SOLICIT, REVIEW AND RECOMMEND TO PROSPECTIVE AND EXISTENT CLIENTS INSURANCE SERVICES PERTAINING TO AUTO, HOME, LIABILITY, BUSINESS, DEFERRED COMPENSATION AND OTHER PROPERTY AND CASUALTY RELATED LINE. 2. LUCAS DIPIETRO, NON-INVESTMENT RELATED, 140 S. LAKE AVE., #140, PASADENA, CA 91101, HEALTH INSURANCE SALES, AGENT, SINCE 9/1/2017, DEVOTED TIME IS 2 HOURS A MONTH, I PROSPECT CURRENT CLIENTS AND OFFER GROUP HEALTH INSURANCE FOR THEM AND THEIR EMPLOYEES. 3. MICHAEL DIPIERO CPA, NON-INVESTMENT RELATED, 140 S. LAKE AVE., #324, PASADENA, CA 91101, CPA FIRM, ASSISTANT, SINCE 6/2009, DEVOTED TIME IS 40 HOURS A MONTH, ASSIST MICHAEL DIPIETRO IN CPA BUSINESS. 4. RIGHT TO LIFE LEAGUE OF SC, NON-INVESTMENT RELATED, 1028 N. LAKE AVE., #207, PASADENA, CA 91104, NON-PROFIT, BOARD MEMBER, SINCE 2/1/2021, DEVOTED TIME IS 5 HOURS, ADVISE AND CONSULT REGARDING ISSUES OF DEVELOPMENT, FINANCE, AND BUDGETING. 5. MEMORABILIA COLLECTING, NON-INVESTMENT RELATED, PASADENA, CA 91107, MEMORABILIA COLLECTING, OWNER, SINCE 3/1/2022, DEVOTED TIME IS 10 HOURS A MONTH, ACQUIRE AND SELL SPORTS MEMORABILIA PASSIVELY. 6. PRISM FINANCIAL POSITION: president NATURE: financial services - INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 140 S Lake Ave, #324, Pasadena CA 91101, United States DESCRIPTION: S Corp set up to ultimately be used as a DBA for future branding, marketing. 7. RIGHT TO LIFE OF SOCAL TREASURER POSITION: Treasurer NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2024 ADDRESS: 1028 N Lake Ave, #207, Pasadena CA 91104, United States DESCRIPTION: My duties for this non profit are to help organize financial data for the charity and consult regarding budgeting, program fund raising, program fund allocation, investment account advisement, and bank transaction oversight. I also work in reviewing and approving financial statements drafted by the non profit accountant. 8. DIPIETRO & KANZELBERGER LLP POSITION: Partner/Manager NATURE: The firm's business activities are almost entirely limited to tax, accounting, payroll, and book keeping services. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 907 Myrtle Ave, Monrovia CA 91016, United States DESCRIPTION: I am an equity partner in the LLP passed on from my father's retirement and dissolution of Michael DiPietro CPA. This entity is the acting CPA firm managing and handling all accounting related activities (tax, accounting, payroll, book keeping). My duties consist of management decisions and employee oversight as well as client interfacing largely to help with the transition of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-21 |
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