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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-13
CA RA APPROVED 2023-06-13
ID RA APPROVED 2022-09-13
AZ RA APPROVED 2022-01-26
WA RA APPROVED 2021-01-04
  • OR RA
    APPROVED
    Since 2025-05-13
  • CA RA
    APPROVED
    Since 2023-06-13
  • ID RA
    APPROVED
    Since 2022-09-13
  • AZ RA
    APPROVED
    Since 2022-01-26
  • WA RA
    APPROVED
    Since 2021-01-04

Branch Locations

1020 N. Center Parkway Suite D, Kennewick, WA 99336 • United States

162 E. Hayden Ave., Hayden, ID 83835 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Spokane WA 07/2019 11/2019
Eastern Washington University Spokane WA 09/2015 06/2019
Eastern Washington University Spokane WA 06/2018 08/2018
Eastern Washington University Spokane WA 09/2018 06/2019
Pacific Crest Planning Kennewick WA 07/2016 12/2018
Centaurus Financial Inc. Anaheim CA 05/2020 Present
Centaurus Financial Inc. Anaheim CA 11/2019 05/2020
Lyft San Francisco CA 09/2017 05/2018
  • 07/2019 → 11/2019
    New York Life
    Spokane, WA
  • 09/2015 → 06/2019
    Eastern Washington University
    Spokane, WA
  • 06/2018 → 08/2018
    Eastern Washington University
    Spokane, WA
  • 09/2018 → 06/2019
    Eastern Washington University
    Spokane, WA
  • 07/2016 → 12/2018
    Pacific Crest Planning
    Kennewick, WA
  • 05/2020 → Present
    Anaheim, CA
  • 11/2019 → 05/2020
    Anaheim, CA
  • 09/2017 → 05/2018
    Lyft
    San Francisco, CA
Other Businesses

1. PCP Consulting (Revel-E), non-investment related, 1020 N. Center Parkway, Suite D, Kennewick, WA 99336, DBA for branding purposes, Director of Marketing, since 7/27/2020. 2. ALPHA 3 WEALTH MANAGEMENT POSITION: Director of Marketing NATURE: DBA for Revel-E Group, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1020 N. CENTER PARKWAY, SUITE D, KENNEWICK, WA 99336, United States DESCRIPTION: DBA ALPHA III TAXGUARD POSITION: Director of Marketing NATURE: Working with prospects and Dunham Trust Company for potential tax mitigation strategies for selling highly appreciated assets (Real estate, business, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 162 E. Hayden Ave., Hayden, ID 83835, United States DESCRIPTION: Working with prospects and Dunham Trust Company for potential tax mitigation strategies for selling highly appreciated assets (Real estate, business, etc.)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-28
  • S66 Uniform Combined State Law Examination
    2020-09-28
Other Names
  • Ryan Thomas Halterman

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