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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-24 |
| MI | RA | APPROVED | 2025-01-06 |
| IA | RA | APPROVED | 2024-04-29 |
| CA | RA | APPROVED | 2024-01-16 |
| CO | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2024-01-16 |
| MD | RA | APPROVED | 2024-01-16 |
| OR | RA | APPROVED | 2024-01-16 |
| GA | RA | APPROVED | 2023-01-06 |
| OH | RA | APPROVED | 2023-01-04 |
| WA | RA | APPROVED | 2023-01-04 |
| AZ | RA | APPROVED | 2022-09-15 |
| IL | RA | APPROVED | 2018-06-28 |
| ID | RA | APPROVED | 2014-04-07 |
Branch Locations
206 Del Rhodes Avenue Suite #204, Queenstown, MD 21658 • United States
1883 N. Wildwood Street Suite F, Boise, ID 83713 • United States
162 E. Hayden Ave., Hayden, ID 83835 • 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 |
|---|---|---|---|---|
| Gutenberg College, Inc | Eugene | OR | 12/2004 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 04/2014 | Present |
| Moi Advisory | Boise | ID | 01/2014 | Present |
1. INDEPENDENT INSURANCE AGENT, NON-INVESTMENT RELATED, 206 DEL RHODES AVE., SUITE #204, QUEENSTOWN, MD 21658, INSURANCE SALES, AGENT, SINCE 1/1/2014, DEVOTED TIME IS 5 HOURS A MONTH, INSURANCE SALES OF TERM LIFE, PERMANENT LIFE, LONG TERM CARE AND DISABITLITY. 2. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, REPRESENTING AND MARKETING FOR DEFERRED SALES TRUST, MEMBER, SINCE 10/21/2016, DEVOTED TIME IS 20 HOURS A MONTH. 3. OWNER, MOI ADVISORY, 206 DEL RHODES AVE., SUITE #204, MD 21658. A PROFESSIONAL LLC UNDER WHICH I DO INSURANCE BUSINESS AND IT PROVIDES A DBA FOR MY SECURITIES BUSINESS. INVESTMENT RELATED SINCE 01/2014 AND I SPEND APPROX. 160 HOURS PER MONTH ON THIS ACTIVITY. 4. ALPHA III WEALTH MANAGEMENT POSITION: NATURE: DBA for branding and marketing purposes. INVESTMENT RELATED: No NUMBER OF HOURS: SECURITIES TRADING HOURS: START DATE: 04/01/2023 ADDRESS: 320 E Neider Ave. Suite #103, Coeur d'Alene ID 83815, United States DESCRIPTION: DBA for branding and marketing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-12 |
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