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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-07 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2018-07-24 |
Branch Locations
1075 Rosecrans Street, San Diego, CA 92106 • 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 10/2015 | Present |
JPS FINANCIAL SERVICES, INC., INVESTMENT RELATED, 3725 TALBOT ST., SUITE C, SAN DIEGO, CA 92106, SALE LIFE, HEALTH AND DISABILITY INSURANCE, PRESIDENT, SINCE 1/1/2014, DEVOTED TIME IS 25 HRS A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA ESTATE PLANNING TOOLS, TRUSTS AND SUCCESION PLANNING, MEMBER, SINCE 9/13/2013, DEVTOED TIME IS 10 HRS A MONTH, EDUCATION ON TYPES OF TRUSTS AVAILABLE TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-13 |
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