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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED_RES | 2017-03-13 |
| UT | RA | APPROVED | 2012-02-01 |
| ID | RA | APPROVED | 2012-01-05 |
Branch Locations
2225 E. Murray Holladay Road Suite #106, Holladay, UT 84117 • United States
2 disclosure categories 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 | 01/2012 | Present |
1. OUT OF EGRESS, INC. DBA HOLLADAY WEALTH ADVISORS, NON-INVESTMENT RELATED, 2225 E. MURRAY HOLLADAY RD., SUITE #106, HOLLADAY, UT 84117, DBA FOR BRANDING PURPOSES, ADVISOR, SINCE 2/26/2018. 2. HOLLADAY WEALTH ADVISORS, NON-INVESTMENT RELATED, 2225 E. MURRAY HOLLADAY RD., SUITE #106, HOLLADAY, UT 84014, FIXED INSURANCE, FIXED ANNUITIES, LONG TERM CARE AND DISABILTIY INSURANCE SALES, PRODUCTS THROUGH BEACON FINANCIAL, AN IMO, AS WELL AS MIDLAND NATION, GUARDIAN LIFE, GENWORTH AND MASS MUTUAL, PRODUCER, SINCE 8/26/2019, DEVOTED TIME IS 10 HOURS A MONTH, I USE THESE INSURANCE PRODUCTS WITH MY PLANNING CLIENTS TO MEET SPECIFIC NEEDS. 3. V DESIGNS WOODWORKS, NON-INVESTMENT RELATED, CENTERVILLE, UT 84014. HOBBY IN WOODWORKING, OWNER/CREATOR, SINCE 10/31/2017, DEVOTED TIME IS 15 HOURS A MONTH, I MAKE CUSTOM BOOKSHELFS AND MANTLES, I SELL ITEMS I CREATE. 4. OUT OF EGRESS, INC. DBA HOLLADAY WEALTH ADVISORS POSITION: Advisor/Partner NATURE: Used for State and local business registration, taxes and branding purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 2225 E Murray Holladay Rd., STE 106, Holladay UT 84117, United States DESCRIPTION: DBA is used for state and local business registration, taxation. HOLLADAY WEALTH ADVISORS POSITION: producer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 2225 E Murray Holladay RD, STE 106, Holladay UT 84117, United States DESCRIPTION: I use insurance products with my financial planning clients to meet specific needs such as long term care and disability insurance. These products and services enable me to add certainty to my clients financial future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-11 |
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