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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-06 |
| MS | RA | APPROVED | 2023-02-06 |
| GA | RA | APPROVED | 2022-04-12 |
| LA | RA | APPROVED | 2022-03-16 |
| TX | RA | APPROVED_RES | 2022-03-14 |
| AL | RA | APPROVED | 2022-03-11 |
| CA | RA | APPROVED | 2022-03-11 |
| FL | RA | APPROVED | 2022-03-11 |
| OH | RA | APPROVED | 2022-03-11 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 09/2010 | 11/2016 |
| Platinum Capital Advisors | Biloxi | MS | 01/2000 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2016 | 03/2019 |
| Centaurus Financial Inc. | Anaheim | CA | 03/2022 | Present |
| Woodbury Financial Services, Inc. | Biloxi | MS | 03/2019 | 03/2022 |
1. Platinum Capital Advisors, non-investment related, 2574 Marcia Ct., Suite B, Biloxi, MS 39531, life insurance, fixed annuities, immediate annuities, owner/advisor, since 01/01/2000, devoted time is 25 hours a month, place clients in the appropriate life insurance and annuity products for their unique and individual situations. 2. Platinum Capital Advisors, non-investment related, 2574 Marcia Ct., Suite B, MS 39531, DBA for branding purposes, owner/advisor, since 01/01/2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-14 |
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