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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-12 |
| IN | RA | APPROVED | 2022-01-07 |
| MA | RA | APPROVED | 2021-05-05 |
| WY | RA | APPROVED | 2019-09-17 |
| NC | RA | APPROVED | 2018-11-20 |
| FL | RA | APPROVED | 2018-10-29 |
| NV | RA | APPROVED | 2018-10-04 |
| CO | RA | APPROVED | 2018-09-25 |
| AZ | RA | APPROVED | 2018-07-26 |
| CA | RA | APPROVED | 2018-07-25 |
| TX | RA | APPROVED_RES | 2018-07-25 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
6770 N. Sunrise Blvd. Suite #441, Glendale, AZ 85305 • 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 |
|---|---|---|---|---|
| Schooner Financial Associates | Scottsdale | AZ | 05/1995 | Present |
| Geneos Wealth Management Inc. | Scottsdale | AZ | 01/2005 | 07/2018 |
| Everbank | Scottsdale | AZ | 09/2005 | 09/2016 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2018 | Present |
1. STARFIRE FINANCIAL, DBA FOR BRANDING PURPOSES ONLY., 6770 N. SUNRISE BLVD., #441, GLENDALE, AZ 85305. NON INVESTMENT RELATED. 2. AGENT, BLUE CROSS/BLUE SHIELD OF ARIZONA, 6770 N. SUNRISE BLVD. SUITE #441, GLENDALE, AZ 85305. NON INVESTMENT RELATED SINCE 01/2003 AND I SPEND APPROX. LESS THAN ONE HOUR PER MONTH. SERVICING OLD HEALTH INSURANCE POLICIES. 3. STARFIRE FINANCIAL, NON-INVESTMENT RELATED, 6770 N. SUNRISE BLVD., SUITE #441, GLENDALE, AZ 85305, PROPERTY AND CASUALTY INSURANCE, PRESIDENT, SINCE 11/1/2019, DEVOTED TIME IS 2 HOURS A MONTH, SALES AND SERVICE OF PROPERTY AND CASUALTY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-29 |
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