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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
1949 Scott Blvd., Temple, TX 76504 • United States
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew, Ludwick & Follesder | Temple | TX | 08/1999 | Present |
| Centaurus Financial, Inc. | Orange | CA | 09/2006 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-29 |
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