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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-09 |
| AL | RA | APPROVED | 2025-01-13 |
| SC | RA | APPROVED | 2024-09-11 |
| CO | RA | APPROVED | 2024-06-19 |
| WV | RA | APPROVED | 2024-06-18 |
| OR | RA | APPROVED | 2024-02-20 |
| CT | RA | APPROVED | 2024-01-03 |
| FL | RA | APPROVED | 2023-11-15 |
| OH | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-01-17 |
| NY | RA | APPROVED | 2023-01-03 |
| NJ | RA | APPROVED | 2022-11-15 |
| MI | RA | APPROVED | 2022-10-05 |
| PA | RA | APPROVED | 2022-01-28 |
| WA | RA | APPROVED | 2020-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 07/2019 | 05/2020 |
| Hillsdale College | Hillsdale | MI | 08/2015 | 05/2019 |
| Unemployed | 430 Boyds Mills Rd | PA | 05/2019 | 07/2019 |
| Pcp Consulting | Kennewick | WA | 05/2020 | 04/2022 |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2020 | Present |
1. SAGE INVESTMENTS, LLC POSITION: Financial Advisor NATURE: Disclosing DBA for branding purposes only. NON INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 391 Boyds Mills Rd., Milanville PA 18443, United States DESCRIPTION: Disclosing DBA for branding purposes only. 2. CALKINS UNION CEMETERY ASSOCIATION POSITION: Treasurer NATURE: The Cemetery Association maintains the grounds and sells burial plots to interested parties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: Honesdale PA 18431, United States DESCRIPTION: This is a volunteer position and I received no compensation in any form. I pay bills and expenses on behalf of the association from the association's checking account. I record the sale of burial plots and deposit proceeds/donations as needed. I interact with the corporate trustee (Wayne Bank) to make necessary changes on the Association's endowment fund. I do not have trading abilities nor am I paid on this account. There is an investment account separate from the endowment that I can make withdrawals from if needed. I do not receive compensation from this account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
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