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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| NM | RA | APPROVED | 2024-06-13 |
| NH | RA | APPROVED | 2024-01-08 |
| DE | RA | APPROVED | 2024-01-03 |
| PA | RA | APPROVED | 2024-01-03 |
| UT | RA | APPROVED | 2024-01-03 |
| OH | RA | APPROVED | 2024-01-02 |
| NC | RA | APPROVED | 2020-01-06 |
| MN | RA | APPROVED | 2019-12-24 |
| IA | RA | APPROVED | 2018-12-10 |
| WA | RA | APPROVED | 2018-08-17 |
| VA | RA | APPROVED | 2018-03-13 |
| TX | RA | APPROVED | 2012-11-30 |
| MA | RA | APPROVED | 2012-05-31 |
| ME | RA | APPROVED | 2012-04-24 |
| AZ | RA | APPROVED | 2012-03-27 |
Branch Locations
8753 E. Bell Road Suite #101, Scottsdale, AZ 85260 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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. | Orange | CA | 05/2008 | Present |
1. MARK T. WOODFIELD LLC, NON INVESTMENT RELATED, SCOTTSDALE, ARIZONA, MANAGE INCOME AND EXPENSES FOR BUSINESS PURPOSES, OWNER, SINCE MAY,8 2014. 2. SPIVAK FINANCIAL GROUP, FINANCIAL ADVISOR, SINCE 2004, SCOTTSDALE, ARIZONA, BRANDING PURPOSES ONLY, DEVOTED TIME IS 0 HRS A MONTH, NON INVESTMENT RELATED. 3. MARK WOODFIELD, AGENT, SINCE SEPT. 1, 2003, SCOTTSDALE, ARIZONA, 10 HOURS PER MONTH, SALES AND MARKETING OF LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, DISABILITY INSURANCE AND INDIVIDUAL AND GROUP HEALTH INSURANCE, NON INVESTMENT RELATED. EQUITABLE POSITION: Marketing Consultant NATURE: Sales Marketing of Variable Universal Life INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/14/2021 ADDRESS: 8753 E. Bell Rd., Suite 101, Scottsdale AZ 85260, United States DESCRIPTION: Sales and Marketing of Variable Universal Life to Centaurus Registered Reps.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-24 |
Reach out to this advisor