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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2004-11-09 |
Branch Locations
4030 Spencer Street Unit# 101, Torrance, CA 90505 • 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 |
|---|---|---|---|---|
| Chad R. Turner & Associates, Inc | Torrance | CA | 08/1983 | Present |
| Centaurus Financial, Inc. | Orange | CA | 10/2004 | Present |
1. CHAD R. TURNER POSITION: Owner NATURE: Real Estate Broker Licensed in California since 1990. I do not actively pursue listings or sales, however in conjunction with my tax and financial planning practice, I have upon occasion been requested by clients to assist in transactions, for which I have received commissions or referral fees. The bulk of this relates to 1031 exchanges. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1990 ADDRESS: 4030 Spencer St, Suite 101, Torrance CA 90503, United States DESCRIPTION: Arrange occasional purchases and sales of real estate and/or refer to other brokers for a referral fee. 2. BOGAARS & TURNER CERTIFIED PUBLIC ACCOUNTANTS POSITION: CPA NATURE: The successor CPA practice to my own practice, which I sold in September of 2023. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1983 ADDRESS: 1512 11th Street, Suite 203, Santa Monica CA 90401, United States DESCRIPTION: None 3. CHAD R. TURNER & ASSOCIATES, INC. CONSULTANTS AND ACCOUNTANTS POSITION: President NATURE: In September of 2023, I sold my clientele to Hugo Bogaars. He formed his own accountancy corporation - Bogaars & Turner, CPA's. I since have maintained by corporation however I have no clientele with the exception of some family members and their businesses. For these clients I provide tax consulting and preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1983 ADDRESS: 4030 Spencer St, Suite 101, Torrance CA 90503, United States DESCRIPTION: I am the owner of my accountancy corporation. 4. CHAD R. TURNER POSITION: Trustee NATURE: I am the sole trustee for an irrevocable trust which owns and operates two industrial buildings. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 03/27/2022 ADDRESS: 4030 Spencer St, Suite 101, Torrance CA 90503, United States DESCRIPTION: Manage real property owned by an irrevocable trust, of which I have no beneficial interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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