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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-06-28 |
| NY | RA | APPROVED | 2023-04-27 |
| WY | RA | APPROVED | 2022-09-29 |
| NV | RA | APPROVED | 2022-09-22 |
| NC | RA | APPROVED | 2022-09-21 |
| ND | RA | APPROVED | 2022-09-19 |
| KY | RA | APPROVED | 2022-09-16 |
| MN | RA | APPROVED | 2022-09-16 |
| OR | RA | APPROVED | 2022-09-16 |
| GA | RA | APPROVED | 2022-09-15 |
| IA | RA | APPROVED | 2022-09-15 |
| MI | RA | APPROVED | 2022-09-15 |
| MO | RA | APPROVED | 2022-09-15 |
| AL | RA | APPROVED | 2022-09-14 |
| AR | RA | APPROVED | 2022-09-14 |
| CA | RA | APPROVED | 2022-09-14 |
| CT | RA | APPROVED | 2022-09-14 |
| FL | RA | APPROVED | 2022-09-14 |
| ID | RA | APPROVED | 2022-09-14 |
| IN | RA | APPROVED | 2022-09-14 |
| KS | RA | APPROVED | 2022-09-14 |
| NE | RA | APPROVED | 2022-09-14 |
| NJ | RA | APPROVED | 2022-09-14 |
| OH | RA | APPROVED | 2022-09-14 |
| SC | RA | APPROVED | 2022-09-14 |
| SD | RA | APPROVED | 2022-09-14 |
| TX | RA | APPROVED_RES | 2022-09-14 |
| UT | RA | APPROVED | 2022-09-14 |
| VT | RA | APPROVED | 2022-09-14 |
| WI | RA | APPROVED | 2022-09-14 |
| WA | RA | APPROVED | 2022-06-23 |
| IL | RA | APPROVED | 2022-06-21 |
| AZ | RA | APPROVED | 2013-12-04 |
Branch Locations
13843 W. Meeker Blvd. Suite #105, Sun City West, AZ 85375 • United States
10031 E. Dynamite Blvd. Suite #240-B, Scottsdale, AZ 85262 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 11/2013 | Present |
1. BOARD MEMBER, PRIME WEALTH ADVISORS, LLC, 13843 W. MEEKER BLVD., #105, SUN CITY WEST, AZ, 85375. NON INVESTMENT RELATED SINCE 11/2007 AND I SPEND APPROX. ONE HOUR PER MONTH ON THIS ACTIVITY. DBA FOR BRANDING PURPOSES ONLY. 2. BOARD MEMBER, ORION WILLIS FINANCIAL SERVICES LLC, SAME ADDRESS AS ABOVE. NON INVESTMENT RELATED SINCE 2/2012. I MONITOR THE BANK ACCOUNTS TO ENSURE DEPOSITS ARE MADE AND EXPENSES ARE PAID. 3. ZOT FARMING POSITION: Manager NATURE: Farming, Ranch, Animal raising INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2024 ADDRESS: 3087 N. Summer street, Buckeye AZ 85396, United States DESCRIPTION: Farming, Ranch operations, supervision. Sell of organic animals, eggs and produce, etc. 4.BOGYO L.L.C POSITION: Chairman NATURE: New Artificial Intelligence Software INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2026 ADDRESS: 13843 W Meeker Blvd suite 105, Sun City West AZ 85375, United States DESCRIPTION: Chairman of AI startup company. Meeting with engineers and main designer 1-2 times a month when it does not conflict with my regular duties as an investment advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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