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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-04-14
FL RA APPROVED 2020-12-10
VA RA APPROVED 2018-08-29
AZ RA APPROVED 2018-08-27
AR RA APPROVED 2012-01-24
CO RA APPROVED 2012-01-24
TX RA APPROVED 2006-09-29
  • NM RA
    APPROVED
    Since 2025-04-14
  • FL RA
    APPROVED
    Since 2020-12-10
  • VA RA
    APPROVED
    Since 2018-08-29
  • AZ RA
    APPROVED
    Since 2018-08-27
  • AR RA
    APPROVED
    Since 2012-01-24
  • CO RA
    APPROVED
    Since 2012-01-24
  • TX RA
    APPROVED
    Since 2006-09-29

Branch Locations

1949 Scott Blvd., Temple, TX 76504 • United States

540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matthew, Ludwick & Follesder Temple TX 08/1999 Present
Centaurus Financial, Inc. Orange CA 09/2006 Present
Previous Registrations
  • 2006-05-10 → 2006-09-26
    Questar Asset Management, Inc.
    Temple, TX
  • 2002-08-22 → 2006-05-22
    Usallianz Securities, Inc.
    Temple, TX
    Houston, TX
    Houston, TX
    Temple, TX
Other Businesses

1. PROPERTY MANAGEMENT, NON-INVESTMENT RELATED, 1949 SCOTT BLVD., TEMPLE, TX 76504, RENTAL INCOME FROM OWNERSHIP OF BUILDING, SHAREHOLDER, SINCE 1/1/2013. 2. TEACHER, UNIVERSITY OF MARY HARDIN BAYLOR, 900 N. COLLEGE ST., BELTON, TX 76513, NON INVESTMENT RELATED, 24 HOURS PER MONTH, START DATE 8-31-2006. 3. ACCOUNTING. PARTNER, STRUCTURED ASSOCIATES OF TEXAS, INC.,1949 SCOTT BLVD., TEMPLE, TX 76513, START DATE 8-31-1999, 0 HOURS PER MONTH, NON INVESTMENT RELATED, SALES OF FIXED ANNUITY INSURANCE. 4. PARTNER, LUDWICK, MONTGOMERY & STAPP, P.C. 1949 SCOTT BLVD., TEMPLE, TX 76513, 120 HOURS PER MONTH, NON INVESTMENT RELATED, START DATE 9-1-1999, SHAREHOLDER, PARTNER & VICE PRESIDENT IN TAX, AUDIT & ACCOUNTING FIRM. 5. PARTNER, FLAGSTONE ADVISORS, 1949 SCOTT BLVD., TEMPLE, TX 76513, INVESTMENT RELATED, START DATE 8-31-1999, 5 HOURS PER MONTH, SALES OF LTC AND UL INSURANCE. 6. TAMRA LEARNING ACADEMY POSITION: Accountant NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1100 S 33rd, Temple TX 76513, United States, DESCRIPTION: Serve as Volunteer CFO, Finance Director. 7. TAMRA LEARNING ACADEMY POSITION: Accountant NATURE: Education / School for Children with Learning Disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1100 S 33rd, Temple TX 76513, United States, DESCRIPTION: Board Member and Financial Director

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-29
  • S66 Uniform Combined State Law Examination
    2002-01-29
Designations

View on SEC IAPD

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