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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-25 |
| NE | RA | APPROVED | 2024-01-05 |
| SC | RA | APPROVED | 2024-01-04 |
| SD | RA | APPROVED | 2021-03-05 |
| OH | RA | APPROVED | 2019-08-21 |
| ID | RA | APPROVED | 2018-03-30 |
| NC | RA | APPROVED | 2014-03-24 |
| FL | RA | APPROVED | 2013-03-04 |
| NV | RA | APPROVED | 2012-01-17 |
| KY | RA | APPROVED | 2012-01-04 |
| TX | RA | APPROVED_RES | 2011-01-11 |
| AZ | RA | APPROVED | 2011-01-06 |
| UT | RA | APPROVED | 2011-01-04 |
| CA | RA | APPROVED | 2010-12-21 |
| CO | RA | APPROVED | 2008-07-09 |
Branch Locations
9335 Commerce Center Street Unit #B5, Highlands Ranch, CO 80129 • 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 |
|---|---|---|---|---|
| Martin Financial Planning | Larkspur | CO | 09/1999 | Present |
| Charter Financial Resources | Greenwood Village | CO | 10/2004 | Present |
| Centaurus Financial, Inc. | Orange | CA | 04/2008 | Present |
| Legacy Marketing Group | Petaluna | CA | 09/1999 | Present |
1. MEMORY LANE, NON-INVESTMENT RELATED, 9335 COMMERCE CENTER ST., B4, HIGHLANDS RANCH, CO 80129, I RENT OUT MY 1950'S EVENT CENTER TO INDIVIDUALS AND COMPANIES FOR THE PURPOSE OF HOLDING MEETINGS, PARTIES OR CELEBRATIONS, OWNER, SINCE 1/1/2016, DEVOTED TIME IS 5 HRS A MONTH, I WRITE UP A CONTRACT FOR RENTAL PURPOSES. 2. DARREN MARTIN BUSINESS CONSULTING, SOLE PROPRIETOR, TRAINER, SINCE 10/1/2009, 9335 COMMERCE CENTER ST., UNIT B5, HIGHLANDS RANCH, CO 80129, I ASSIST INDIVIDUALS IN BECOMING INDEPENDENT REPRESENTATIVE/SOLICITORS FOR CAPSTONE INVESTMENT FINANCIAL GROUP,LLC, I HELP THEM OBTAIN POTENTIAL CLIENTS THROUGH MARKETING CAPSTONE SERVICES, I MEET WITH ALL POTENTIAL CLIENTS OBTAINED FROM THE MARKETING EFFORTS, QUALIFY THEIR NEEDS AND SUITABILITY, INTRODUCE THE SERVICES OF, AND IF SUITABLE, SIGN THE CLIENT UP FOR THE MANAGEMENT SERVICES OF CAPSTONE, TIME DEVOTED IS 6 HRS A MONTH, INVESTMENT RELATED. 3. CHARTER FINANCIAL RESOURCES LLC, SOLE PROPRIETOR, SALESMAN, SINCE 10/21/2004, 9335 COMMERCE CENTER ST., UNIT B5, HIGHALNDS RANCH, CO 80129, I SELL FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND FIXED LIFE INSURANCE, DEVOTED TIME IS 1 HR A MONTH, NON-INVESTMENT RELATED. 4. DARREN MARTIN CONSULTING, SOLE PROPRIETOR, I TRAINER, SINCE 8/1/2004, 9335 COMMERCE CENTER ST., UNIT B5, HIGHLANDS RANCH, CO 80129, I PROVIDE SALES AND MARKETING SUPPORT TO AGENTS WHO WORK OUT OF MY OFFICE, I TRAIN THEM ON HOW TO PROVIDE FINANCIAL SERVICES TO OTHERS, I ALSO PROVIDE SUPPORT STAFF, TECHNOLOGY, AND OFFICE SPACE, I ALSO PROVIDE SALES AND MARKETING SUPPORT TO CAPSTONE INVESTMENT FINANCIAL GROUP, LLC, DEVOTED TIME IS 5 HRS A MONTH, NON-INVESTMENT RELATED. 5. CHARTER FINANCIAL RESOURCES, LLC POSITION: President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 9335 Commerce Center St. Unit b5, Highlands Ranch CO 80129, United States DESCRIPTION: on a panel of professionals that will provide education to senior centers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2003-07-22 |
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