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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-09 |
| OH | RA | APPROVED | 2022-05-16 |
| CA | RA | APPROVED | 2021-03-03 |
| FL | RA | APPROVED | 2021-02-03 |
| MI | RA | APPROVED | 2021-02-03 |
| TX | RA | APPROVED_RES | 2020-09-28 |
| IL | RA | APPROVED | 2017-09-27 |
| KY | RA | APPROVED | 2017-09-25 |
| IN | RA | APPROVED | 2017-09-19 |
Branch Locations
230 2Nd Street Suite #500, Henderson, KY 42420 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2011 | 09/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 09/2017 | Present |
1. LIFE PLAN INSURANCE SOLUTIONS LLC POSITION: President NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 143 Ashby Lane, Sebree KY 42455, United States DESCRIPTION: Branding for P&C insurance sold with Centaurus Financial Inc 2. BLUEGRASS MANAGEMENT CONSULTANTS LLC, INVESTMENT RELATED, 230 2ND ST., SUITE #501, HENDERSON, KY 27021, PERSONAL RENTAL PROPERTY, MANAGING MEMBER, SINCE 8/1/2018, DEVOTED TIME IS ONE HOUR A MONTH, OWN RENTAL PROPERTY. 3. WEALTH & HEALTHY, LLC, NON-INVESTMENT RELATED, 230 2ND STREET, SUITE #500, HENDERSON, KY 42420, PAYROLL AND TAXES, DEVOTED TIME IS 10 HOURS A MONTH, PROCESS PAYROLL AND SUMBIT TAX PAYMENTS, QUICK BOOKS CERTIFIED. 4. LIFE PLAN TAX SOLUTIONS LLC, NON-INVESTMENT RELATED, PO BOX 291, HENDERSON, KY 42419, TAX RESOLUTION, MEMBER, SINCE 8/9/2021, DEVOTED TIME IS 1 HOUR A MONTH. 5. MUTUAL TRUST LIFE INS. CO. & LAFAYETTE LIFE INS. CO. POSITION: Agent NATURE: OFFERING PERMANENT LIFE INSURANCE DESIGNED FOR YOUR FAMILY BANK PROGRAM INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2023 ADDRESS: 230 2nd Street, Suite 500, Henderson KY 42420, United States DESCRIPTION: OFFERING PERMANENT LIFE INSURANCE DESIGNED FOR YOUR FAMILY BANK 6. LIFE PLAN PROPERTIES LLC POSITION: Managing Member NATURE: LLC created to own office building INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 143 ASHBY LN, SEBREE KY 42455, United States DESCRIPTION: Managing member of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-23 |
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