CK
Christina E. Kinsey
CENTAURUS FINANCIAL
PALM COAST, FL
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CRD#: 2416002
CK
Professional summary
Christina Eugenie Kinsey, who also goes by Christy Eugenie Brewster, Christina Eugenie Brewster Kinsey, Christina Eugenie Cavender, Christy Eugenie Cavender, Christy Cavender, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Palm Coast, Florida.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Christina has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christy Eugenie Brewster | Christina Eugenie Brewster Kinsey | Christina Eugenie Cavender | Christy Eugenie Cavender | Christy Cavender
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. KINSEY PROPERTIES LLC, NON-INVESTMENT RELATED, 415 NE 4TH ST., GRESHAM, OR 97030, RENTAL OF A 4PLEX THAT WAS PURCHASED, OWNER, SINCE 9/1/2018, DEVOTED TIME IS ONE HOUR A MONTH, MANAGING A 4PLEX THAT WE OWN. 2. LANDMARK TAX & INVESTMENT SERVICES INC., PRESIDENT, SINCE 11/1/2002, AT 415 NE 4TH STREET, GRESHAM, OR 97030, PREPARATION OF TAX RETURNS AND PROVIDE NOTARY SERVICE, DEVOTED TIME IS 200 HRS A MONTH, NON-INVESTMENT RELATED. 3. RENTAL HOUSES, SOLE PROPRIETOR, OWNER, SINCE 10/1/2006, RENTING OUT MY HOUSES, DEVOTED TIME IS 2 HRS A MONTH, NON-INVESTMENT RELATED. 4. A HELPING HAND SUPPORT SERVICE INC., NON-INVESTMENT RELATED, 415 NE 4TH ST., GRESHAM, OR 97030, AGENCY TO HELP DD CLIENTS HAVE CAREGIVERS, SECRETARY, SINCE 1/1/2020, DEVOTED HOURS IS 5 HOURS A MONTH, I AM JUST A SHAREHOLDER ON THE CORPORATION AND MY HUSBAND WILL BE RUNNING THE BUSINESS, I WILL BE ONLY HELPING HIM WITH THE 1099 FOR HIS SUBCONTRACTORS. 5. LANDMARK TAX POSITION: Owner NATURE: Tax preperation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2024 ADDRESS: 22 Cedarford Ct, Palm Coast FL 32137, United States DESCRIPTION: Prepare individual and corporation tax returns
CRS (Client Relationship Summary) - RIA
Click below to view Christina Eugenie Kinsey's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Christina Eugenie Kinsey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2009 - Present
CENTAURUS FINANCIAL, INC.
RIA
BD
CRD#: 30833
PALM COAST, FL
Current
April 13, 1999 - Present
CENTAURUS FINANCIAL, INC.
RIA
BD
CRD#: 30833
PALM COAST, FL
Past
October 26, 1995 - March 15, 1999
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
January 1, 1994 - October 9, 1995
PACIFIC HARBOR SECURITIES, INC.
BD
CRD#: 8755
HIGHLAND, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/20/2016)
RR
California(12/12/2018)
IAR
California(1/13/2020)
RR
Colorado(1/3/2022)
RR
Florida(1/3/2022)
IAR
Florida(8/28/2024)
RR
Idaho(7/22/2010)
RR
Oregon(4/13/1999)
IAR
Oregon(6/11/2009)
RR
Utah(7/5/2019)
RR
Washington(10/26/2007)
IAR
Washington(5/31/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/16/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/8/2008
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
