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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-12 |
| CA | RA | APPROVED | 2018-08-22 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
3175 Sunset Blvd. Suite #102, Rocklin, CA 95677 • United States
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2012 | 08/2018 |
| Questar Asset Management | Minneapolis | MN | 10/2012 | 08/2018 |
| Centaurus Financial, Inc. | Anaheim | CA | 08/2018 | Present |
1. SOUTH PLACER TAX & BOOKKEEPING SERVICES POSITION: Advisor NATURE: Estate Planning Services Trust and Will Creation and document filing plus processing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/30/2025 ADDRESS: 3175 Sunset Blvd, Suite 102, Rocklin CA 95677, United States DESCRIPTION: We offer living trusts and wills thru an agreement we have with attorneys to offer estate planning documents within our office where we help do the data entry and the notarization and filing of estate planning documents on behalf of our clients for a few. 2. SOUTH PLACER TAX & BOOKKEEPING SERVICES POSITION: Owner Operator NATURE: Tax, accounting, payroll, bookkeeping services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2011 ADDRESS: 3175 Sunset Blvd, Suite 102, Rocklin CA 95677, United States DESCRIPTION: More hours during tax season, preparing returns, meeting with business owners, directing the company 3. GARRICK GOOKIN, NON-INVESTMENT RELATED, 3175 SUNSET BLVD., SUITE #102, ROCKLIN, CA 95677, NOTARY BUSINESS, OWNER OPERATOR, SINCE 1/1/2016, DEVOTED TIME IS ONE HOUR A MONTH, NOTARIZE DOCUMENTS FOR CLIENTS AND PROSPECTS FROM OUR MULTIPLE BUSINESSES. 4. OWNER, SOUTH PLACER WEALTH MANAGEMENT GROUP, 3175 SUNSET BLVD., #102, ROCKLIN, CA 95677. DBA FOR BRANDING PURPOSES ONLY. 5. OWNER, SOUTH PLACER TAX/TAX WORKS, 3175 SUNSET BLVD., #102, ROCKLIN, CA 95677. NON INVESTMENT RELATED SINCE 2011 AND I SPEND APPROX. 10-100 HOURS ON THIS ACTIVITY. TAX PLANNING & TAX PREPARE. 6. X-MAS LIGHT GUYS, NON-INVESTMENT RELATED, ROCKLIN, CA 95677, HANG X-MAS LIGHTS IN NOVEMBER AND DECEMBER FOR ELDERLY, OWNER OPERATED, SINCE 11/15/2005, DEVOTED TIME IS ONE HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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