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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-28 |
| FL | RA | APPROVED | 2023-08-18 |
| NC | RA | APPROVED | 2023-01-09 |
| SC | RA | APPROVED | 2023-01-05 |
| VA | RA | APPROVED | 2018-02-12 |
Branch Locations
5030 Sadler Place Suite #102, Glen Allen, VA 23060 • United States
Clemmons, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everen Securities, Inc. | Chicago | IL | 10/1999 | Present |
| Apex Benefits | Richmond | VA | 06/2001 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 01/2009 | Present |
1. APEX BENEFITS, INC. POSITION: President NATURE: Sales of Health, dental, group life, insurance group employee benefits INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: null START DATE: 06/08/2001 ADDRESS: 4136 Innslake Drive, Suite B, Glen Allen VA 23060, United States DESCRIPTION: sell health, dental other group employee benefits insurance 2. J.P. JONES WEALTH MANAGEMENT POSITION: President NATURE: DBA for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: null START DATE: 02/19/2018 ADDRESS: 4136 Innslake Drive, Suite B, Glen Allen VA 23060, United States DESCRIPTION: DBA for branding purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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