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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-07 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
888 Bestgate Road Suite #408, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 05/2022 | 02/2024 |
| Pinstripes | Bethesda | MD | 01/2022 | 05/2022 |
| Bowling Green State University | Bowling Green | OH | 08/2021 | 12/2021 |
| The Bedens Brook Club | Skillman | NJ | 05/2021 | 08/2021 |
| Bowling Green State University | Bowling Green State | OH | 08/2020 | 05/2021 |
| Bowling Green State University | Bowling Green State Univesity | OH | 01/2020 | 05/2020 |
| Ice Arena Pro Shop | Bowling Green State University | OH | 11/2020 | 04/2021 |
| Catawba Island Club | Port Clinton | OH | 05/2020 | 08/2020 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 12/2019 |
| Bowling Green State University | Bowling Green | OH | 09/2018 | 12/2018 |
| Hampshire Hills | Milford | NH | 05/2019 | 08/2019 |
| Belmont Country Club | Belmont | MA | 05/2019 | 05/2019 |
| Principle Business Enterprise | Bowling Green | OH | 01/2019 | 05/2019 |
| Hampshire Hills | Milford | NH | 05/2018 | 08/2018 |
| Belmont Country Club | Belmont | MA | 05/2018 | 08/2018 |
| Hampshire Hills | Milford | OH | 06/2017 | 08/2017 |
| Bowling Green State University | Bowling Green | OH | 08/2016 | 05/2021 |
| Playoff | Los Angeles | CA | 03/2020 | 07/2020 |
| Bowling Green State University | Bowling Green | OH | 09/2017 | 07/2018 |
| Bowling Green State University | Bowling Green | OH | 09/2020 | 11/2020 |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2024 | Present |
1. MILESTONES FINANCIAL SERVICES POSITION: Financial Analyst NATURE: DBA for marketing and branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2024 ADDRESS: 888 Bestgate Road, Suite #408, Annapolis MD 21401, United States DESCRIPTION: DBA for marketing and branding purposes. 2. CHRISTOPHER GORDON WEALTH MANAGMENT POSITION: Financial Analyst NATURE: The LLC for the company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/19/2024 ADDRESS: 888 Bestgate Road, Suite #408, Annapolis MD 21401, United States DESCRIPTION: CRM integrations, delegating tasks to each department for completion, financial analysis, assisting financial planners with financial plan inputs and analysis. 3. AMWAY POSITION: Sales Rep NATURE: Wholesale/Distribution INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2022 ADDRESS: 7575 Fulton Street East, Ada MI 49355, United States DESCRIPTION: Business development/growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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