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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-04-07 |
| CA | RA | APPROVED | 2026-03-27 |
| IL | RA | APPROVED | 2025-08-25 |
| CT | RA | APPROVED | 2025-06-25 |
| WI | RA | APPROVED | 2024-07-29 |
| MN | RA | APPROVED | 2024-03-19 |
| MI | RA | APPROVED | 2024-02-02 |
| MD | RA | APPROVED | 2023-12-05 |
| IN | RA | APPROVED | 2023-04-26 |
| NV | RA | APPROVED | 2022-04-28 |
| DE | RA | APPROVED | 2022-04-19 |
| NC | RA | APPROVED | 2022-04-18 |
| GA | RA | APPROVED | 2022-04-13 |
| PA | RA | APPROVED | 2022-04-13 |
| VA | RA | APPROVED | 2022-04-13 |
| NY | RA | APPROVED | 2022-04-12 |
| FL | RA | APPROVED | 2022-04-06 |
| NJ | RA | APPROVED | 2022-03-25 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
7108 Fairway Drive Suite #120, Palm Beach Gardens, FL 33418 • United States
111 3Rd Avenue S Unit 225, Minneapolis, MN 55401 • 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 |
|---|---|---|---|---|
| (Dba) E Street Financial | Marlton | NJ | 10/2003 | Present |
| Concorde Investment Services, Llc | Troy | MI | 07/2015 | 07/2018 |
| Concorde Asset Management, Llc | Troy | MI | 07/2015 | 07/2018 |
| Proequities, Inc. | Marlton | NJ | 07/2018 | 09/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2022 | Present |
| Concourse Financial Group Securities | Birmingham | AL | 07/2018 | 03/2022 |
1. PRESIDENT, E STREET FINANCIAL, 102-H CENTRE BLVD., MARLTON, NJ 08053. NON INVESTMENT RELATED. DBA FOR BRANDING PURPOSES ONLY. 2. AGENT, LINSKY FINANCIAL GROUP, LLC. 102-H CENTRE BLVD. NJ, 08053. INVESTMENT RELATED AND I SPEND APPRX. 16 HOURS PER MONTH THIS ACTIVITY. PREPARING PRESENTATIONS TO CLIENTS ABOUT IUL'S, WHOLE LIFE AND LTC. 3. L3 FAMILY WEALTH PARTNERS POSITION: managing partner NATURE: Disclosing for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1655 palm beach lakes BLVD, unit 402, west palm beach FL 33401, United States DESCRIPTION: Disclosing for branding purposes only 4. E STREET FINANCIAL SOUTH, LLC POSITION: MFR NATURE: S Corp only for purpose of accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2024 ADDRESS: 7108 fairway Dr, Palm Beach Gardens FL 33418, United States DESCRIPTION: S Corp only for the purposes of accounting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-20 |
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