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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-10-12 |
| FL | RA | APPROVED | 2022-12-12 |
| NY | RA | APPROVED | 2022-02-01 |
| NH | RA | APPROVED | 2021-12-07 |
| CO | RA | APPROVED | 2021-10-26 |
| NC | RA | APPROVED | 2021-06-02 |
| PA | RA | APPROVED | 2021-05-27 |
| MA | RA | APPROVED | 2021-04-13 |
| AL | RA | APPROVED | 2019-11-13 |
| WA | RA | APPROVED | 2019-07-24 |
| OR | RA | APPROVED | 2016-11-02 |
| CA | RA | APPROVED | 2012-10-23 |
Branch Locations
3902 State Street Suite #101, Santa Barbara, CA 93105 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2012 | Present |
1. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 3902 STATE STREET, SANTA BARBARA, CA 93105, DEFERRED SALES TRUST, FINANCIAL ADVISOR, SINCE 5/20/2016, DEVOTED TIME IS 10 HRS A MONTH. 2. TREMBLAY FINANCIAL SERVICES SINCE 1997, NON-INVESTMENT RELATED, 3902 STATE STREET, SUITE #101, SANTA BARBARA, 93105, DBA FOR MARKETING PURPOSES ONLY, FINANCIAL ADVISOR, SINCE 10/1/2012. 3. COMPASSION INTERNATIONAL, NON-INVESTMENT RELATED, 3902 STATE STREET, SUITE #101, SANTA BARBARA, CA 93105, EDUCATION AND TEACHING, EDUCATOR, SINCE 5/11/2020, DEVOTED TIME IS 5 HOURS A MONTH, DO EDUCATIONAL SPEAKING AND WEBINARS. 4. CASA LIMON, NON-INVESTMENT RELATED, SANTA BARBARA, CA 93110, I AM OPENING AN AIRBNB UNIT, OWNER, SINCE 10/22/2020, DEVOTED TIME IS 5 HOURS A MONTH, MY WIFE IS THE MAIN CONTACT/OWNER OF THE BUSINESS, I BENEFIT FROM THE ACTIVITY AND HELP HER. 5. MORANDO WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Personal reference brand INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 10/14/2025 ADDRESS: 3902 State Street, Suite 101, Santa Barbara CA 93105, United States DESCRIPTION: I use this name for my personal brand under the Tremblay Financial Service Brand 6. DISINHERITHEIRS.COM POSITION: Financial Advisor NATURE: Marketing Landing page INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/14/2025 ADDRESS: 3902 State Street, Suite 101, Santa Barbara CA 93105, United States DESCRIPTION: This is a landing page to attract new clients. I am offering a white paper for informational use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-22 |
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