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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-23 |
| OK | RA | APPROVED | 2024-10-21 |
| OR | RA | APPROVED | 2022-10-27 |
| WY | RA | APPROVED | 2022-08-18 |
| TX | RA | APPROVED_RES | 2022-05-05 |
| CA | RA | APPROVED | 2020-01-06 |
| ID | RA | APPROVED | 2020-01-03 |
| UT | RA | APPROVED | 2020-01-03 |
| WA | RA | APPROVED | 2020-01-03 |
Branch Locations
162 E. Hayden Ave., Hayden, ID 83835 • United States
3509 W. Bavaria Street Suite #102, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Eagle | ID | 08/2016 | 12/2019 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2020 | Present |
1. Altius Enterprises, non-investment related, Meridian, ID 83646, rental properties, owner/real estate agent, since 10/2008, devoted time is 2 hours a month, receive reports from property manager, processing lease payments, managing property maintenance and communication. 2. NATIONAL GUARDIAN LIFE - ZAGHORN MARKETING POSITION: Insurance Agent NATURE: Guaranteed issue Whole Life Insurance policies issued by National Guardian Life for liquid estate planning purposes. Insurance benefit provides assets for funeral, estate and beneficiary expenses. Marketing and sales support is provided by Zaghorn Marketing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: null START DATE: 03/09/2020 ADDRESS: PO Box 1191, Madison WI 53701, United States DESCRIPTION: Life insurance agent for Whole Life insurance policies position for the purpose of final expense. 3. ALPHA III WEALTH MANAGEMENT, LLC POSITION: Wealth Advisor NATURE: This is a DBA for branding and marketing purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3144 W. Belltower Dr., Meridian ID 83646, United States DESCRIPTION: This is a DBA for branding and marketing purposes only. 4. LAKE HOUSE FINANCIAL, LLC POSITION: Owner NATURE: Term, disability and life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 3509 W Bavaria St. Suite #102, Eagle ID 83616, United States DESCRIPTION: Term, disability and life insurance sales. 5. SOUTHWEST IDAHO CYCLING ASSOCIATION (SWICA) POSITION: Treasurer NATURE: Non-profit bicycle advocacy and race promotion organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2025 ADDRESS: 9575 E DeWitt St, Boise ID 83704, United States DESCRIPTION: SWICA Board Treasurer - Attend board meetings. Maintain financial records, reports, and tax filings for SWICA. Be a voting member of the board. Be a co-signer on the SWICA checking account. 6. CITIUS SPORT, LLC POSITION: Owner and Coach NATURE: Coaching endurance sport athletes (cycling, triathlon, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: 3509 W Bavaria St, STE102, Eagle ID 83616, United States DESCRIPTION: Coaching endurance sport athletes (cycling, triathlon, etc.) 7. CYCLING IDAHO POSITION: Coach NATURE: Non-profit with goal to become 501c3 supporting a composite NICA MTB Team and other cycling development organizations. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 3509 W Bavaria St, STE 102, Eagle ID 83616, United States DESCRIPTION: Coach and Board Member 8. TREASURE VALLEY TRAIL BLAZERS POSITION: Coach NATURE: Youth Mountain Bike Club INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 3509 W Bavaria St, Ste 102, Eagle ID 83616, United States DESCRIPTION: Head Coach and Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
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