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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-03 |
| SC | RA | APPROVED | 2023-03-31 |
| AK | RA | APPROVED | 2023-01-04 |
| CO | RA | APPROVED | 2023-01-04 |
| NC | RA | APPROVED | 2021-12-09 |
| AZ | RA | APPROVED | 2018-05-02 |
| GA | RA | APPROVED | 2017-05-05 |
| WA | RA | APPROVED | 2017-03-02 |
| TX | RA | APPROVED_RES | 2017-03-01 |
| CA | RA | APPROVED | 2017-02-28 |
Branch Locations
Westlake Village, CA • United States
7700 Irvine Center Drive Suite 800, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 06/2015 | 02/2017 |
| Centaurus Financial, Inc | Anaheim | CA | 02/2017 | Present |
FAMILY TRUST OWNS PRIVATE SHARES OF EQUIS STOCK, INVESTMENT RELATED, REGISTERED REPRESENTATIVE IS A BENEFICIARY OF THE TRUST NOT THE TRUSTEE, SINCE 5/10/2017. ESTATE PLANNING TEAM NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, PROSPECTING TO CLIENTS TO EDUCATE THEM ON DEFERRED SALES TRUST STRATEGY, MEMBER, SINCE 4/25/2017, DEVOTED TIME IS 10 HOURS A MONTH. MARTIN J. SCALZO, 7700 IRVINE CENTER DRIVE, #800, IRVINE, CA 92618. NON INVESTMENT RELATED. I SPEND APPROX. 2-20 HOURS PER MONTH ON THIS ACTIVITY. INCORPORATE INSURANCE INTO MY PRACTICE. REAL ESTATE BROKER, MARTIN J. SCALZO REAL ESTATE BROKER, 7700 IRVINE CENTER DRIVE, #800, IRVINE, CA 92618. INVESTMENT RELATED SINCE 2005 AND I SPEND APPROX. 1-2 HOURS PER MONTH ON THIS ACTIVITY. SELL PROPERTY FOR FAMILY AND FRIENDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
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