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Current Employers
Centaurus Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-27
  • UT RA
    APPROVED
    Since 2026-02-27

Branch Locations

1030 S University Park Blvd Ste #2, Clearfield, UT 84015 • 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
Homemaker Layton UT 01/2015 01/2018
Weber State University Layton UT 01/2018 09/2022
Navigate Private Wealth Layton UT 09/2021 08/2024
Solelycustom Llc Layton UT 12/2023 Present
Herdt Brinkerhoff Layton UT 10/2024 Present
Centaurus Financial, Inc. Anaheim CA 03/2025 Present
  • 01/2015 → 01/2018
    Homemaker
    Layton, UT
  • 01/2018 → 09/2022
    Weber State University
    Layton, UT
  • 09/2021 → 08/2024
    Navigate Private Wealth
    Layton, UT
  • 12/2023 → Present
    Solelycustom Llc
    Layton, UT
  • 10/2024 → Present
    Herdt Brinkerhoff
    Layton, UT
  • 03/2025 → Present
    Anaheim, CA
Other Businesses

1. GRAVITATE WEALTH POSITION: Registered Wealth Management Associate NATURE: Comprehensive financial planning and wealth management services, integrating investments, tax planning, retirement income strategies, risk management, and legacy planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2024 ADDRESS: 1030 University Park Blvd., Ste 2, Clearfield UT 84015, United States DESCRIPTION: Responsible for firm operations, business development, and paraplanning support, including creating and managing operational systems and workflows, coordinating marketing and growth initiatives, supporting strategic projects, financial planning preparation, and helping maintain compliance with firm policies and regulatory requirements. 2. SOLELYCUSTOM, LLC (ADDITIONAL DBAS LIONNE ENTERPRISES, SHOE SAVANT, SOLELYCUSTOM SHOES) POSITION: Owner NATURE: Retail sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/25/2023 ADDRESS: 1840 N 225 W, Layton UT 84041, United States DESCRIPTION: Owner and operator of a custom hand-painted footwear business. Responsible for business operations, client communications, sales and marketing, order management, vendor relationships, inventory procurement, shipping and fulfillment, bookkeeping, website management, customer service, and strategic business development. Oversees all aspects of the business outside of the artistic design and painting process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-06
  • S66 Uniform Combined State Law Examination
    2025-12-06

View on SEC IAPD

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