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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-05-23 |
| PA | RA | APPROVED | 2017-04-04 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
1101 Fayette Street, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2008 | 03/2017 |
| Mml Investors Services, Llc | Conshohocken | PA | 03/2017 | 03/2017 |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2017 | Present |
1. OWNER, ERNEST M. MARTINELLI, 1101 FAYETTE STREET, CONSHOHOCKEN, PA 19428. NON INVESTMENT RELATED SINCE 06/1997 AND I SPEND APPROX. ONE HOUR PER MONTH ON THIS ACTIVITY. REAL ESTATE RENTAL OF OFFICES. I MAKE SURE OFFICE SPACE IS IN GOOD WORKING ORDER. 2. OWNER, ERNEST M. MARTINELLI, 1101 FAYETTE STREET, CONSHOHOCKEN, PA 19428. NON INVESTMENT RELATED SINCE 04/1981 AND I SPEND APPROX. 23-30 HOURS PER MONTH ON THIS ACTIVITY. SALE & SERVICE OF GROUP BENEFIT PLANS. BEING ACTIVE IN THE EMPLOYEE BENEFIT AREA HELPS SUPPLEMENT OUR FINANCIAL SERVICES BUSINESS BY MEETING EMPLOYEES & HELPING THEM WITH THEIR FINANCIAL MATTER. 3. OWNER, MARTINELLI FINANCIAL SERVICES, 1101 FAYETTE STREET, CONSHOHOCKEN, PA 19428. INVESTMENT RELATED & I SPEND APPROX. 50+ HOURS PER MONTH ON THIS ACTIVITY, THIS IS MY DBA. 4. CGM RISK MANAGEMENT, NON-INVESTMENT RELATED, 1101 FAYETTE ST., CONSHOHOCKEN, PA 19428, PROPERTY AND CASUALTY INSURANCE, ADVISOR, SINCE 7/1/2021, DEVOTED TIME IS 4 HOURS A MONTH, ADVISE CLIENTS ON PROPERTY AND CASUALTY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-25 |
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