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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-09 |
| MN | RA | APPROVED | 2024-05-07 |
Branch Locations
7108 Fairway Drive Suite #120, Palm Beach Gardens, FL 33418 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
111 3Rd Avenue S Unit 225, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 09/2014 | Present |
| Concorde Investment Services | Livonia | MI | 09/2017 | 04/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 06/2022 | Present |
1. Linsky Financial Group, non-investment related, 1655 Palm Beach Gardens, West Palm Beach FL 33401, managing partner, devoted time is 40 hours a month, life insurance agent. 2. E. Street Financial, non-investment related, 102 H. Centre Blvd., Marlton NJ 08053, DBA for branding purposes only, administrative assistant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-18 |
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