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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-21 |
| SC | RA | APPROVED | 2022-02-28 |
| GA | RA | APPROVED | 2017-12-13 |
| IA | RA | APPROVED | 2016-05-12 |
| DE | RA | APPROVED | 2011-08-24 |
| WA | RA | APPROVED | 2011-08-24 |
| MD | RA | APPROVED | 2011-06-17 |
Branch Locations
1563 Postal Road Suite #2A, Chester, MD 21619 • 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 |
|---|---|---|---|---|
| Sullivan Financial, Llc | Easton | MD | 08/1991 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2011 | Present |
ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, REPRESENT AND MARKET FOR DEFERRED SALES TRUST, FINANCIAL ADVISOR, SINCE 7/1/2016, DEVOTED TIME IS 15 HRS A MONTH, PROSPECT FOR POTENTIAL CLIENS AND EXPLAIN STRATEGY. AGENT, SULLIVAN FINANCIAL, LLC, NON-INVESTMENT RELATED, 1563 POSTAL RD., SUITE #2A, CHESTER, MD 21619, SALES, LIFE INSURANCE, LTC, MEDICARE SUPPLEMENTS, AND FIXED INSURANCE PRODUCTS, PRESIDENT, SINCE 01/3/1979, DEVOTED TIME IS 60 HOURS PER MONTH, SALES AND SERVICE OF CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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