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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-10 |
| FL | RA | APPROVED | 2020-10-30 |
| NC | RA | APPROVED | 2015-07-15 |
| PA | RA | APPROVED | 2013-03-19 |
Branch Locations
1211 Cheat Road, Morgantown, WV 26508 • United States
500 Millers Run Road Box 507, Morgan, PA 15064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 03/2013 | Present |
1. JANET A. MCCONNELL, CPA, LLC, NON-INVESTMENT RELATED, PITSBURGH, PA 15220, I DO NOT DO ANY CPA RELATED BUSINESS, I ONLY DO BUSINESS RELATED TO FINANCIAL PLANNING AND INVESTMENTS,CPA, SINCE 9/23/1986. 2. COMMUNITY COLLEGE OF BEAVER COUNTY, NON-INVESTMENT RELATED, 1 CAMPUS DRIVE, MONACA, PA 15061, CONTINUING EDUCATION INSTRUCTOR, SINCE 6/8/2017, DEVOTED TIME IS AN HOUR AND HALF A MONTH. 2. ORION FINANCIAL LLC, NON-INVESTMENT RELATED, 500 MILLERS RUN ROAD, P.O. BOX 507, MORGAN, PA 15064 , DBA FOR BRANDING PURPOSES ONLY, INVESTMENT ADVISOR REP, SINCE 3/18/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-02 |
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