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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-09 |
| NH | RA | APPROVED | 2025-05-16 |
| MA | RA | APPROVED | 2025-02-05 |
| ME | RA | APPROVED | 2024-05-15 |
| NJ | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED_RES | 2022-02-02 |
| FL | RA | APPROVED | 2017-09-25 |
Branch Locations
871 Hwy 466 Suite 702, Lady Lake, FL 32159 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Newbridge Securities | Lady Lake | FL | 03/2014 | 09/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 09/2017 | Present |
| Desjardins Retirement Solutions Llc | Lady Lake | FL | 12/2013 | Present |
1. DESJARDINS RETIREMENT SOLUTIONS LLC, NON-INVESTMENT RELATED, 363 FINNELL BLVD., LADY LAKE, FL 32159, DBA FOR BRANDING PURPOSES AS WELL AS A REGISTERED FLORIDA INSURANCE AGENCY, MANAGING MEMBER, SINCE 12/15/2013, DEVOTED TIME IS 25 HOURS A MONTH, SALE OF LIFE, HEALTH, AND FIXED ANNUITIES, ADMINISTRATION DUTIES IE: PAYROLL AND ACCOUNTS PAYABLE. 2. DESJARDINS RETIREMENT SOLUTIONS LLC POSITION: Managing Member NATURE: Florida Department of Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 12/15/2013 ADDRESS: 871 Hwy 466, Suite 702, Lady Lake FL 32159, United States DESCRIPTION: Administration of payroll for employees and accounts payable.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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