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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 01/2022 | Present |
| Ct Institute Of Finacne | Bridgeport | CT | 05/2012 | Present |
1. CT Institute of Finance, non-investment related, 231 Coram Ave., Shelton, CT 06484, DBA for branding purposes. 2. CT INSTITUTE OF FINANCE POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2021 ADDRESS: 231 Coram Ave, Shelton CT 06484, United States DESCRIPTION: Tax preparer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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