Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-09-20 |
| AZ | RA | APPROVED | 2021-04-28 |
| AR | RA | APPROVED | 2018-02-22 |
| NV | RA | APPROVED | 2016-10-25 |
| NM | RA | APPROVED | 2016-08-18 |
| WA | RA | APPROVED | 2015-02-11 |
| ID | RA | APPROVED | 2011-09-14 |
| TX | RA | APPROVED | 2011-01-04 |
Branch Locations
16191 Kamana Road Suite #202, Apple Valley, CA 92307 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 04/2006 | Present |
1. GLORIETTA MANAGEMENT GROUP INC., NON-INVESTMENT RELATED, 16191 KAMANA ROAD, SUITE #200, APPLE VALLEY, CA 92307, OFFER BUSINESS AND PERSONNEL MANAGEMENT SOLUTIONS TO NICHE BUSINESSES WHICH ALLOW OPERATORS TO FOCUS ON THEIR CORE COMPETENCIES, PRESIDENT/CFO, SINCE 3/1/2017, DEVOTED TIME IS 20 HOURS A MONTH, MANAGE THE CORPORATE ACCOUNTS AND CASH FLOW AND MAKE DAY TO DAY DECISIONS ON THE DIRECTION OF THE COMPANY. 2. ARCHANGEL FINANCIAL & INSURANCE SOLUTIONS, INVESTMENT REALTED, 16191 KAMANA ROAD, SUITE #202, APPLE VALLEY, CA 92307, DBA FOR ARCHANGEL INVESTMENT AND ADVISORY SERVICE INC., ADVISOR, SINCE 10/1/2014. ARCHANGEL FINANCIAL SERVICES, NON-INVESTMENT RELATED, 16209 KAMANA RD., #110, APPLE VALLEY, CA 92307, FIXED INSURANCE SALES, AND FINANCIAL PLANNING, SINCE 8/1/2003, DEVOTED TIME IS 5 HRS A MONTH. 3. ARCHANGEL ESTATE PLANNING POSITION: Estate Planning Assistant NATURE: Estate Planning document preparation by licensed attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2023 ADDRESS: 16191 Kamana Rd., Suite #202, Apple Valley CA 92307, United States DESCRIPTION: Assist attorney in gathering estate planning applications and reviewing for completeness. Assist notary in delivery of completed estate planning documents. 4. BAY VIEW FARMS INC. POSITION: None held NATURE: State licensed cannabis cultivator. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 9219 Industrial Way, Adelanto CA 92301, United States DESCRIPTION: Business is currently not active and is for sale. Prior duties were an administrative capacity, cash-flow management and compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-15 |
Reach out to this advisor