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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
18100 Von Kaman Ave, Suite 760, Irvine, CA 92612 • United States
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dexter & Associates | Santa Fe Springs | CA | 12/1982 | Present |
| Dataccount Management Services | Santa Fe Springs | CA | 07/1989 | Present |
| Rdd Wealth Management | Santa Fe Springs | CA | 12/2010 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 01/2016 | 06/2025 |
| Prosperitas Financial, Llc | Valencia | CA | 07/2025 | Present |
OWNER, DEXTER AND ASSOCIATES, 2900 BRISTOL STREET, #A-107, COSTA MESA, CA 96262. NON INVESTMENT RELATED SINCE 7/2016 AND I SPEND APPROX. 80 HOURS PER MONTH ON THIS ACTIVITY. I DERIVE REVENUES FROM THE OPERATIONS OF A SMALL TAX AND ACCOUNTING BUSINESS. FINANCIAL ADVISOR & INVESTMENT ADVISOR REP, PINNACLE FINANCIAL RESOURCES, INC. 2900 BRISTOL STREET, #A-107, COSTA MESA, CA 96262. DBA PURPOSES ONLY. RDD WEALTH MANAGEMENT, INVESTMENT RELATED, 12631 E. IMPERIAL HWY., SUITE A223, SANTA FE SPRINGS, CA 90670, DBA, FINANCIAL ADVISOR, DEVOTED TIME IS 160 HOURS A MONTH, MANAGE CLIENT PORTFOLIOS, PERFORM STOCK RESEARCH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-12 |
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