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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-07 |
| NV | RA | APPROVED | 2025-01-21 |
| NM | RA | APPROVED | 2025-01-21 |
| AR | RA | APPROVED | 2025-01-16 |
| MI | RA | APPROVED | 2024-10-31 |
| AZ | RA | APPROVED | 2024-06-24 |
| UT | RA | APPROVED | 2024-06-14 |
| CA | RA | APPROVED | 2024-06-13 |
| CO | RA | APPROVED | 2024-06-13 |
| ID | RA | APPROVED | 2024-06-13 |
| MT | RA | APPROVED | 2024-06-13 |
| OK | RA | APPROVED | 2024-06-13 |
| TX | RA | APPROVED | 2024-06-13 |
| WA | RA | APPROVED | 2024-06-13 |
Branch Locations
16191 Kamana Road Suite #202, Apple Valley, CA 92307 • 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 |
|---|---|---|---|---|
| Archangel Financial | Apple Valley | CA | 10/2004 | Present |
| Centaurus Financial, Inc. | Orange | CA | 09/2006 | Present |
1. ARCHANGEL ESTATE PLANNING AND TRUST SERVICES (DBA) POSITION: Owner/Attorney NATURE: Law practice with focus in estate planning, probate, special needs conservatorships, and trust administration. INVESTMENT RELATED: No NUMBER OF HOURS: 112 SECURITIES TRADING HOURS: 64 START DATE: 08/01/2011 ADDRESS: 16191 Kamana Road, Suite 202, Apple Valley CA 92307, United States DESCRIPTION: I am a licensed attorney in the State of California (CA Bar No. 277116). I own a law practice, ArchAngel Estate Planning,in which I meet with clients regarding their estate planning (trusts, wills, powers of attorney, etc.), probate, special needs conservatorships, and trust administration. 2. ARCHANGEL FINANCIAL SERVICES, INC. POSITION: Employee NATURE: DBA for branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 16191 Kamana Rd. Ste. 202, Apple Valley CA 92307, United States DESCRIPTION: DBA for branding purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-25 |
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