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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
1580 Oakland Road Suite #C114, San Jose, CA 95131 • 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 |
|---|---|---|---|---|
| Aaa Ncnu | San Jose | CA | 12/2014 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 06/2024 | Present |
| True North Advisors | San Jose | CA | 06/2022 | Present |
1. True North Advisors, non-investment related, 1580 Oakland Road, Suite C114, San Jose, CA 95131, DBA, training, admin and clerical services. 2. AAA NCNU, non-investment related, 1035 E. Brokaw Road, San Jose, CA 95131, property and casualty insurance agent, since 12/17/2014, devoted time is 160 hours a month, sell property and casualty insurance, home and auto insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-15 |
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