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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-23 |
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-09-10 |
| MD | RA | APPROVED | 2025-04-01 |
| AL | RA | APPROVED | 2025-03-05 |
| FL | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| MO | RA | APPROVED | 2024-11-12 |
| SD | RA | APPROVED | 2023-04-13 |
| NY | RA | APPROVED | 2022-03-21 |
| NC | RA | APPROVED | 2020-04-28 |
| DE | RA | APPROVED | 2019-10-03 |
| VA | RA | APPROVED | 2018-10-05 |
| NJ | RA | APPROVED | 2017-10-10 |
| PA | RA | APPROVED | 2006-06-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Summit Answering Service | Hamlin | PA | 01/2002 | Present |
| Centaurus Financial, Inc. | Orange | CA | 04/2004 | Present |
1. SAGE INVESTMENTS, NON-INVESTMENT RELATED, 391 BOYDS MILS ROAD, MILANVILLE, PA 18443, DBA FOR BRANDING PURPOSES ONLY, REG. REP. SINCE 7/1/2004. 2. CALKINS BAPTIST CHURCH POSITION: Treasurer and Sunday School Teacher NATURE: Worship and Praise: The church provides a space for congregational worship, where members come together to sing, pray, and hear sermons based on the Bible. Spiritual Growth: It offers opportunities for Bible study and discipleship, helping members grow in their faith and deepen their understanding of Christian teachings. Fellowship: The church fosters a sense of community through fellowship activities, allowing members to build relationships and support one another. Mission Work: Calkins Baptist church participates in missions, both locally and globally, spreading the message of Christianity and providing assistance to those in need. Discipleship and Leadership Development: Calkins Baptist focus on mentoring and training future leaders within the church and community, preparing them for various ministries. Overall, Calkins Baptist church aims to glorify God, promote the teachings of Jesus Christ, and serve both its members and the surrounding community. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/20/1987, ADDRESS: 527 Calkins Road, Milanville PA 18443, United States, DESCRIPTION: Sunday School teacher and treasurer. 3. BOYDS MILLS HUNTING CLUB POSITION: Treasurer NATURE: A local hunting club serves as a community gathering point for outdoor enthusiasts who share a passion for hunting and conservation. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 430 Boyds Mills Road, Milanville PA 18443, United States DESCRIPTION: Pay bills for hunting club 4. DAMASCUS VOLUNTEER AMBULANCE CORPS POSITION: Treasurer & EMT NATURE: Pay bills for ambulance corps. Respond to emergency calls and treat and transport people who are sick or injured INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1986 ADDRESS: PO Box 63, Damascus PA 18415, United States DESCRIPTION: I am the treasurer and EMT for this local non-profit ambulance corps.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-21 |
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