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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-08-03 |
| NJ | RA | APPROVED | 2026-07-31 |
| WA | RA | APPROVED | 2026-05-27 |
| OR | RA | APPROVED | 2026-03-13 |
| PA | RA | APPROVED | 2025-07-22 |
| AL | RA | APPROVED | 2025-04-18 |
| LA | RA | APPROVED | 2022-01-07 |
| NC | RA | APPROVED | 2021-10-27 |
| VA | RA | APPROVED | 2021-01-29 |
| NE | RA | APPROVED | 2020-11-12 |
| WI | RA | APPROVED | 2020-03-23 |
| TX | RA | APPROVED_RES | 2019-10-28 |
| CO | RA | APPROVED | 2019-09-06 |
| MA | RA | APPROVED | 2019-07-09 |
| CA | RA | APPROVED | 2019-06-28 |
| NM | RA | APPROVED | 2018-06-14 |
| AZ | RA | APPROVED | 2014-08-26 |
Branch Locations
3567 E. Sunrise Drive Suite #101, Tucson, AZ 85718 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Diaper Bank Of Southern Arizona | Tucson | AZ | 01/2010 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 08/2014 | Present |
1. GROUP HEALTH INSURANCE THROUGH UNITED HEALTHCARE, INVESTMENT RELATED, 1640 E. RIVER RD., SUITE #208, TUCSON, AZ 85718, OFFER GROUP HEALTH POLICIES FOR BUSINESSES, SENIOR VICE PRESIDENT, SINCE 12/20/2017, DEVOTED TIME IS 2 HOURS A MONTH. 2. MODERN RETIREMENT PLANNING, NON-INVESTMENT RELATED, 1303 N. UNIVERSITY BLVD., TUCSON, AZ 85719, CLASS INSTRUCTOR, SINCE 8/8/2016, DEVOTED TIME IS 12 HOURS A MONTH. 3. MODERN 401(K), NON-INVESTMENT RELATED, 1640 E. RIVER ROAD, SUITE #208, TUCSON, AZ 85718, DBA FOR MARKETING PURPOSES ONLY, PRESIDENT, SINCE 4/22/2021. 4. MODERN MARKETING GROUP AZ LLC POSITION: President NATURE: This is a marketing company that owns the trademarks and websites from my other LLCs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 1640 E RIVER RD, STE 208, Tucson AZ 85718, United States DESCRIPTION: Using for marketing purposes only 5. ADVISE ME NOW LLC POSITION: President NATURE: This is the LLC that will be used for marketing purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 1680 E River Rd., Ste 208, TUCSON, AZ AZ 85718, United States, DESCRIPTION: For marketing purposes only 6.MODERN WEALTH MANAGEMENT AZ LLC POSITION: Owner and President NATURE: DBA for marketing and branding purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2023 ADDRESS: 1640 E River Rd, Ste 208, Tucson AZ 85718, United States, DESCRIPTION: DBA for marketing and branding purposes. 7. MODERN INSURANCE AZ, LLC POSITION: President NATURE: For marketing purposes and to only sell term insurance, long term care, Medicare, and fixed annuities to my clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2020, ADDRESS: 1640 E. River Road, Suite 208, Tucson AZ 85718, United States, DESCRIPTION: I will be offering term insurance, long term care, fixed annuities, and Medicare to my clients through Modern Insurance. 8. THE FINANCIAL REVAMP POSITION: Owner NATURE: Podcast and Radio show- to provide financial education INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 3567 E Sunrise Drive, Ste 101, Tucson AZ 85718, United States, DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-04 |
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