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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-27 |
| CT | RA | APPROVED | 2022-01-26 |
| NC | RA | APPROVED | 2021-11-09 |
| NY | RA | APPROVED | 2021-11-08 |
| HI | RA | APPROVED | 2021-03-01 |
| TX | RA | APPROVED_RES | 2021-03-01 |
| GA | RA | APPROVED | 2020-10-14 |
| IN | RA | APPROVED | 2020-08-17 |
| MA | RA | APPROVED | 2019-07-26 |
| SC | RA | APPROVED | 2019-07-08 |
| OR | RA | APPROVED | 2019-06-05 |
| CO | RA | APPROVED | 2018-06-27 |
| VA | RA | APPROVED | 2018-06-27 |
| AZ | RA | APPROVED | 2018-03-21 |
| FL | RA | APPROVED | 2017-01-05 |
| NJ | RA | APPROVED | 2016-09-15 |
| MD | RA | APPROVED | 2011-11-30 |
| DE | RA | APPROVED | 2010-10-15 |
| PA | RA | APPROVED | 2010-10-14 |
Branch Locations
651 N. Broad Street Suite #205, Middletown, DE 19709 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 09/2007 | Present |
| Affinity Wealth Management | Wilmington | DE | 08/2007 | Present |
1. GENESIS ADVISORS, LLC POSITION: Partner NATURE: DBA for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 423 N. Broad Street, Suite #3, Middletown, DE DE 19709, United States DESCRIPTION: DBA for branding purposes only 2. MATTHEW RILEY POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/09/2012 ADDRESS: 423 N. Broad Street, Suite #3, Middletown DE 19709, United States DESCRIPTION: Fixed Insurance sales 3. MIDDLETOWN YMCA POSITION: Board Member NATURE: The YMCA is a leading non-profit organization committed to strengthening community through youth development, healthy living, and social responsibility. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: 404 N. Cass Street, Middletown DE 19709, United States DESCRIPTION: The purpose of the Branch Board is to align the work of the local YMCA to the community it serves, as well as to the YMCA of Delaware as a whole. Branch board members serve as voting members of the branch board with the authority and responsibility to identify, support and promote excellence in branch programs and services to meet the needs of the entire community. Branch board members provide input to the Association's Board of Directors regarding respective branch programs, services and community partnerships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
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