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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-11-13 |
| FL | RA | APPROVED | 2018-12-11 |
| MA | RA | APPROVED | 2018-10-23 |
Branch Locations
190 E. Main Street, Marlborough, MA 01752 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downey Insurance Agency, Inc. | Marlborough | MA | 06/1997 | Present |
| Lincoln Financial Advisors Corp | Marlborough | MA | 01/2004 | 04/2018 |
| Centaurus Financial, Inc. | Anaheim | CA | 05/2018 | Present |
PRESIDENT, DOWNEY INSURANCE AGENCY, INC., 190 E. MAIN ST., MARLBOROUGH, MA 01752. NON INVESTMENT RELATED SINCE 1987 AND I SPEND APPROX. 40 HOURS PER MONTH ON THIS ACTIVITY. RETAIL INSURANCE P&C SHOP. PRESIDENT & CEO, NATIONAL INSURANCE GROUP, INC. 190 E. MAIN ST., MARLBOROUGH, MA 01752. NON INVESTMENT RELATED SINCE 2015 AND I SPEND APPROX. 20 HOURS PER MONTH ON THIS ACTIVITY. SALES AND CONSULTATION, NEGOTIATION WITH INSURANCE CARRIERS AND INSURANCE AGENTS, PRODUCING ENTITIES. OWNER, DOWNEY REALTY CORP., LLC. 190 E. MAIN STREET, MARLBOROUGH, MA 01752. NON INVESTMENT RELATED SINCE 2016 I SPEND APPROX. 5 HOURS OF MY TIME ON THIS ACTIVITY. ASSIST BROKERS MARKET THEMSELVES EFFECTIVELY PROVIDE EFFICIENCY TRAINING AND SALES TRAINING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-21 |
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