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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-08-24 |
| NV | RA | APPROVED | 2026-07-29 |
| MA | RA | APPROVED | 2026-06-24 |
| WA | RA | APPROVED | 2025-10-23 |
| OK | RA | APPROVED | 2024-07-15 |
| MT | RA | APPROVED | 2024-06-18 |
| NC | RA | APPROVED | 2024-02-02 |
| CO | RA | APPROVED | 2023-09-15 |
| AL | RA | APPROVED | 2023-04-18 |
| ID | RA | APPROVED | 2022-08-11 |
| NY | RA | APPROVED | 2021-08-07 |
| MN | RA | APPROVED | 2021-03-25 |
| OR | RA | APPROVED | 2021-02-16 |
| TX | RA | APPROVED | 2020-09-09 |
| UT | RA | APPROVED | 2020-03-02 |
| NM | RA | APPROVED | 2019-12-18 |
| CA | RA | APPROVED | 2019-09-23 |
| AZ | RA | APPROVED | 2019-06-04 |
Branch Locations
3567 E. Sunrise Drive Suite #101, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 10/2017 | Present |
| Catalina Investments | Tucson | AZ | 05/2016 | Present |
1. Group Health Insurance through United Healthcare, non-investment related, 1640 E. River Rd., Suite #208, Tucson, AZ 85712, to offer group health policies to businesses, agent, since 9/30/2019, devoted time is one hour a month. 2. CI Benefits, non-investment related, 1640 E. River Rd., Suite #208, Tucson, AZ 85712, DBA for marketing, agent, since 9/30/2019. 3. Sean Bennett, non-investment related, 1640 E. River Rd., Suite 208, Tucson, AZ 85712, sales of term life insurance and non-cash value insurance products directly with insurance carriers, agent, since 2/13/2020, devoted time is 5 hours, sales of term life insurance to my individual clients when the need arises. 4. Modern Wealth Management Group LLC, non-investment related, 1640 E. River Road, Suite #208, Tucson, AZ 85718, DBA for branding and marketing purposes, since 12/2/2020. 5. MODERN WEALTH MANAGEMENT AZ LLC POSITION: DBA for marketing purposes only NATURE: This is a DBA. We will use it for marketing and branding purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2023 ADDRESS: 1640 E River Rd Ste 208, Tucson AZ 85718, United States DESCRIPTION: Using for branding and marketing. SEAN BENNETT - NOTARY PUBLIC POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/12/2020 ADDRESS: 3567 E Sunrise Dr, Suite 101, Tucson AZ 85718, United States DESCRIPTION: Notarization of signatures
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-30 |
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