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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-17 |
| MO | RA | APPROVED | 2026-01-05 |
| SD | RA | APPROVED | 2026-01-02 |
| NV | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2023-01-26 |
| UT | RA | APPROVED | 2023-01-24 |
| GA | RA | APPROVED | 2023-01-23 |
| CA | RA | APPROVED | 2023-01-20 |
| FL | RA | APPROVED | 2023-01-20 |
| NM | RA | APPROVED | 2023-01-20 |
| OH | RA | APPROVED | 2023-01-20 |
| AL | RA | APPROVED | 2023-01-19 |
| AR | RA | APPROVED | 2023-01-19 |
| CO | RA | APPROVED | 2023-01-19 |
| ID | RA | APPROVED | 2023-01-19 |
| IA | RA | APPROVED | 2023-01-19 |
| LA | RA | APPROVED | 2023-01-19 |
| MD | RA | APPROVED | 2023-01-19 |
| MS | RA | APPROVED | 2023-01-19 |
| NC | RA | APPROVED | 2023-01-19 |
| OK | RA | APPROVED | 2023-01-19 |
| OR | RA | APPROVED | 2023-01-19 |
| SC | RA | APPROVED | 2023-01-19 |
| TX | RA | APPROVED | 2023-01-19 |
| VA | RA | APPROVED | 2023-01-19 |
Branch Locations
18001 West Highway 105 Suite #108, Montgomery, TX 77356 • United States
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Mclane Agency, Inc. | Tomball | TX | 07/2005 | Present |
| National Planning Corporation | Tomball | TX | 09/2009 | 10/2017 |
| Usa Financial Securities | Ada | MI | 10/2017 | 01/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2023 | Present |
1. CHAD MCLANE POSITION: self employed NATURE: Sales and services fixed insurance products - Nationwide and EquiTrust, INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2005 ADDRESS: 18001 Hwy 105 W., Suite 108, Montgomery TX 77356, United States DESCRIPTION: Insurance and Annuity sales - AIG Corebridge, Banner, Protective - Allianz, Equitable 2. MCLANE ASSET MANAGEMENT LLC POSITION: owner NATURE: McLane Asset Management LLC was established so we could pay operating expenses and payroll for employees who work for Chad and Todd McLane. The company name will also be used for marketing advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 08/26/2016 ADDRESS: 18001 Hwy 105, Ste 108, Montgomery TX 77356, United States DESCRIPTION: Owner of LLC for the use of expenses, payroll and advertising for advisory services and financial planning. 3. CHAD MCLANE POSITION: self employed NATURE: Notary public. Notarize forms for pension retirees or investment related forms at no cost. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2007 ADDRESS: 18001 Hwy 105 W, Ste 108, Montgomery TX 77356, United States DESCRIPTION: Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-23 |
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