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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-22 |
| PA | RA | APPROVED | 2025-01-24 |
| GA | RA | APPROVED | 2021-03-15 |
| NC | RA | APPROVED | 2021-02-25 |
| FL | RA | APPROVED | 2020-07-06 |
| SC | RA | APPROVED | 2020-05-26 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Mantei And Associates | Lexington | SC | 12/2015 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 08/2017 | 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. EMPLOYEE, MANTEI & ASSOCIATES, 4580 SUNSET BLVD., LEXINGTON, SC 29072. NON INVESTMENT RELATED SINCE 12/2015. FOR BRANDING AND ADMINISTRATIVE PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-29 |
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