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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-03 |
Branch Locations
8753 E. Bell Road Suite #101, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| The Wealth Consulting Group | Phoenix | AZ | 11/2016 | 05/2018 |
| Surya Yoga And Wellness | Phoenix | AZ | 11/2016 | 05/2018 |
| Unemployed | Cave Creek | AZ | 08/2016 | 10/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 12/2019 |
| Self Employed | Phoenix | AZ | 03/2016 | 10/2018 |
| Shades Of Cool | Phoenix | AZ | 04/2019 | 02/2020 |
| Morgan Stanley | Phoenix | AZ | 07/2021 | 01/2022 |
| Matson Money | Scottsdale | AZ | 12/2019 | 07/2021 |
| Unemployed | Phoenix | AZ | 02/2022 | 07/2022 |
| Lpl Financial Llc | Peoria | AZ | 11/2023 | 01/2024 |
| Moon Yoga And Healing Llc | Phoenix | AZ | 08/2022 | 08/2023 |
| Colomb Investment Management Company, Llc | Metarie | LA | 02/2024 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2026 | Present |
1. Katherine Schwartz, non-investments related, Phoenix, Arizona 85093, Yoga Instructor, Women's wellness coach, since 2008, devote 6 hours a month, teach yoga class on Saturday mornings, have 1 on 1 private yoga, meditation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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