Brandon Michael Welch

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 06/2017
  Mvp American Securities
  Las Vegas, NV
• 07/2013 → 06/2017
  Mvp Realty Advisors
  San Diego, CA
• 06/2017 → 10/2017
  Mvp American Securities, Llc
  Las Vegas, NV
• 06/2017 → 06/2019
  Mvp Realty Advisors
  Las Vegas, NV
• 07/2014 → Present
  Catab Enterprises, Inc.
  La Mesa, CA
• 07/2019 → Present
  The Parking Reit, Inc.
  Las Vegas, NV
• 05/2021 → Present
  Centaurus Financial, Inc.
  Anaheim, CA
• 03/2016 → Present
  Kcj Company
  La Mesa, CA
• 05/2021 → Present
  Newport Wealth Advisors, Inc
  Newport Beach, CA

Other Businesses

1. PRESIDENT, CATAB ENTERPRISES, INC., LA MESA, CA 91942. NON INVESTMEN RELATED SINCE 07/2014. I SPEND APPROX. 2 HOURS PER MONTH ON THIS ACTIVITY. SPONSORSHIP SALES, RACE CAR DRIVERS AND ADMINISTRATIVE. 2. INVESTMENT ADVISOR REPRESENTATIVE, NEWPORT WEALTH ADVISORS, 4695 MACARTHUR COURT, 11TH FLOOR, NEWPORT BEACH, CA 92660. INVESTMENT RELATED SINCE 05/2021 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. INVESTMENT ADVISER. 3. WATERMARK LIFE INSURANCE SERVICES POSITION: Agent NATURE: Offering life insurance, disability insurance, long-term care insurance, and fixed annuities to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2022 ADDRESS: 2659 Townsgate Rd #134, Westlake Village CA 91361, United States DESCRIPTION: Sales of term insurance, fixed insurance, disability insurance, fixed annuities or long term care conducted away/outside of CFI WELCH CAPITAL POSITION: President NATURE: DBA/ S-corporation for tax reporting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: San Diego CA 92119, United States DESCRIPTION: S-corporation for tax reporting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-18
• S63 Uniform Securities Agent State Law Examination
  2012-10-01

Designations

• Certified Financial Planner

Other Names

• Gregory Thomas Welch
• Brandon Welch