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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-02 |
| AK | RA | APPROVED | 2024-01-16 |
| NV | RA | APPROVED | 2024-01-04 |
| CT | RA | APPROVED | 2024-01-03 |
| MN | RA | APPROVED | 2022-01-03 |
| AZ | RA | APPROVED | 2018-01-03 |
| OR | RA | APPROVED | 2016-01-05 |
| CA | RA | APPROVED | 2011-01-05 |
| WA | RA | APPROVED | 2002-10-03 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| More Technology, Inc. | Bellevue | WA | 01/2001 | Present |
| Centaurus Financial, Inc. | Orange | CA | 10/2002 | Present |
| Allen Capital Management & Planning, Llc | Bellevue | WA | 03/2002 | Present |
JEFF MORELAN TAX SERVICES, NON-INVESTMENT RELATED, BELLEVUE, WA 98004, TAX PREPARATION, OWNER, SINCE 10/5/2016, DEVOTED TIME IS 10 HOURS A MONTH, PREPARE TAX RETURNS FOR INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-05 |
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