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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-01 |
| PA | RA | APPROVED | 2025-09-24 |
| CO | RA | APPROVED | 2025-01-29 |
| CA | RA | APPROVED | 2024-07-29 |
| MA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2023-04-05 |
| NC | RA | APPROVED | 2022-11-23 |
| NH | RA | APPROVED | 2022-05-24 |
| MS | RA | APPROVED | 2021-11-17 |
| FL | RA | APPROVED | 2020-01-07 |
| AL | RA | APPROVED | 2019-10-03 |
| GA | RA | APPROVED | 2019-06-13 |
| SC | RA | APPROVED | 2019-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | AL | 05/2015 | Present |
1. COLA WEALTH ADVISORS, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, REGISTERED REPRESENTATIVE, SINCE 7/15/2019. 2. MANTEI & ASSOCIATES, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29054, FOR BRANDING AND ADMINISTRATIVE PURPOSES INCLUDING, BUT NOT LIMITED TO THE PROCESSING OF BUSINESS EXPENSES, PAYROLL AND BENEFITS, EMPLOYEE, SINCE 6/3/2013, DEVOTED TIME IS 280 HOURS A MONTH, OFFICE WORK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-14 |
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