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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-07-22 |
Branch Locations
106 Oil Center Drive Suite #250, Lafayette, LA 70503 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 05/2018 | Present |
| Broussard-Kelly Financial Group | Lafayette | LA | 12/2002 | Present |
Broussard-Kelly Financial Group, investment related, 106 Oil Center Drive, Suite #250, Lafayette, LA 70503, insurance agent and operations manager, since 12/01/2002, devoted time is 160 hours month, meeting with clients for insurance reviews and sales, marketing, payroll, account receivable and accounts payable and compliance. Kristi L. Kelly, non-investment related, 106 Oil Center Drive, Suite #250, Lafayette, LA 70503, insurance sales (health), insurance agent, since 2015, devoted time is 25 hours a month, group health insurance sales and consultations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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