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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-22 |
| CO | RA | APPROVED | 2026-03-09 |
| AZ | RA | APPROVED | 2023-12-06 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
8753 E. Bell Road Suite #101, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2018 | 12/2020 |
| Arizona State University | Tempe | AZ | 08/2013 | 05/2017 |
| Amerifirst Financial, Inc. | Scottsdale | AZ | 05/2017 | 06/2018 |
| Viwa | Scottsdale | AZ | 11/2016 | 05/2017 |
| Travis Matthew Apparel | Scottsdale | AZ | 09/2015 | 01/2017 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 05/2021 | 10/2022 |
| Assetmark Financial, Inc. | Phoenix | AZ | 05/2021 | 10/2022 |
| Rockridge Group | Phoenix | AZ | 01/2021 | 05/2021 |
| Morgan Stanley | Gilbert | AZ | 01/2023 | 09/2023 |
| Centaurus Financial Inc. | Anaheim | CA | 12/2023 | Present |
Spivak Financial Group, non-investment related, 8753 E. Bell Road, #101, Scottsdale, AZ 85260, DBA for branding purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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