Best Investors Account Sign in
Current Employers
Centaurus Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-06-12
OK RA APPROVED 2025-01-01
  • AK RA
    APPROVED
    Since 2025-06-12
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

110 N Willow Street Suite 141, Kenai, AK 99611 • United States

10005 N. May Avenue Suite #110, Oklahoma City, OK 73120 • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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
H. Beck, Inc. Rockville MD 02/2007 05/2018
Centaurus Financial, Inc. Anaheim CA 05/2018 Present
Previous Registrations
  • 2007-02-14 → 2018-05-10
    Grove Point Investments, Llc
    Rockville, MD
    Oklahoma City, OK
    Oklahoma City, OK
  • 2003-08-27 → 2007-02-28
    Oklahoma City, OK
    Oklahoma City, OK
Other Businesses

LEGACY FINANCIAL ADVISORS LLC. 10005 N. MAY AVENUE, SUITE #100, OKLAHOMA CITY, OK 73120. NON INVESTMENT RELATED SINCE 04/2017. DBA FOR BRANDING PURPOSES. LIFE INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-10
S63 Uniform Securities Agent State Law Examination 1990-10-12
  • S65 Uniform Investment Adviser Law Examination
    1998-12-10
  • S63 Uniform Securities Agent State Law Examination
    1990-10-12
Designations

View on SEC IAPD

More in Kenai, AK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor