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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-06 |
| VA | RA | APPROVED | 2026-02-03 |
| UT | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2025-06-13 |
| NC | RA | APPROVED | 2025-05-19 |
Branch Locations
56 W. Salisbury Road Suite I, Denton, NC 27239 • United States
3980 Premier Drive Suite #110, High Point, NC 27265 • United States
1211 Cheat Road, Morgantown, WV 26508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unc-Ch | Chapel Hill | NC | 08/2021 | 12/2024 |
| Gray Stone Day School | Miseuheiuer | NC | 08/2017 | 05/2021 |
| Governors Club | Chapel Hill | NC | 07/2022 | 10/2024 |
| Centaurus Financial Inc. | Anaheim | CA | 02/2025 | Present |
| Erwin Middle School | Salisbury | NC | 08/2014 | 06/2017 |
| Orion Financial | High Point | NC | 05/2023 | 08/2023 |
| Orion Financial | High Point | NC | 05/2024 | 08/2024 |
1. ORION FINANCIAL, LLC POSITION: Investment Adviser Representative NATURE: Branding purposes only. INVESTMENT RELATED: No; START DATE: 01/06/2025 ADDRESS: 3980 Premier Drive, Suite 110, High Point NC 28146, United States 2. AMERILIFE POSITION: Agent NATURE: Help clients obtain quotes for their respective Medicare supplement or Advantage plans, and write their application. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2025 ADDRESS: 3980 Premier Drive, Suite 110, High Point NC 27265, United States DESCRIPTION: Offer Medicare supplements and Advantage plans to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-29 |
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