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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-04 |
| CO | RA | APPROVED | 2024-02-27 |
| GA | RA | APPROVED | 2022-07-06 |
| MT | RA | APPROVED | 2022-06-02 |
| FL | RA | APPROVED | 2022-04-19 |
| TX | RA | APPROVED_RES | 2021-09-28 |
| ND | RA | APPROVED | 2021-05-17 |
| NV | RA | APPROVED | 2020-04-20 |
| CA | RA | APPROVED | 2012-09-21 |
Branch Locations
40 W. Cochran Street Suite 110, Simi Valley, CA 93065 • 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 Lotter Group | Newport Beach | CA | 11/2005 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 04/2012 | Present |
1. CAVALIER ASSOCIATES, NON-INVESTMENT RELATED, 2801 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361, SALES OF FIXED LIFE INSURANCE, TERM LIFE INSURANCE, LONG TERM CARE INSURANCE AND DISABILITY INSURANCE, AGENT, SINCE 10/1/2017, DEVOTED TIME IS 20 HOURS A MONTH. 2. MENNE FINANCIAL POSITION: President NATURE: Disclosing DBA for branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2025 ADDRESS: 40 W Cochran St, Ste 110, Simi Valley CA 93065, United States DESCRIPTION: Disclosing DBA for branding purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-08 |
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