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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
| NV | RA | APPROVED | 2023-04-05 |
| OR | RA | APPROVED | 2022-09-28 |
| TX | RA | APPROVED_RES | 2022-07-29 |
| HI | RA | APPROVED | 2022-05-11 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
725 Kapiolani Blvd. Suite C208, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Honolulu | HI | 05/2015 | 05/2022 |
| Prudential Insurance Company Of America | Honolulu | HI | 05/2015 | 05/2022 |
| Centaurus Financial Inc. | Anaheim | CA | 05/2022 | Present |
1. WEALTH PLANNING HAWAII POSITION: Financial Advisor NATURE: DBA for branding and marketing purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 725 Kapiolani Blvd., Suite #C208, Honolulu HI 96813, United States DESCRIPTION: DBA for branding and marketing purposes 2. P&C BUSINESS POSITION: Agent NATURE: sale and service of hurricane insurance directly with ICAT only. No other types of P&C business or fixed insurance outside of CFI. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2025 ADDRESS: 425 Kapiolani Blvd #C208, Honolulu HI 96813, United States DESCRIPTION: service and solicitate hurricane insurance only via ICAT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-06 |
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