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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-30 |
| IL | RA | APPROVED | 2025-10-06 |
| NY | RA | APPROVED | 2025-08-28 |
| SC | RA | APPROVED | 2025-02-26 |
| AR | RA | APPROVED | 2024-09-20 |
| OR | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2024-07-31 |
| UT | RA | APPROVED | 2024-06-14 |
| CA | RA | APPROVED | 2019-05-06 |
Branch Locations
818 North Mountain Ave. Suite #200, Upland, CA 91786 • 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 |
|---|---|---|---|---|
| 1 On1 Financial | Upland | CA | 06/2005 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 08/2015 | Present |
1. POSITION: Chief Operating Officer NATURE: DBA for marketing purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2005 ADDRESS: 818 N. Mountain Ave., Suite #200, Upland CA 91786, United States DESCRIPTION: Responsible for managing daily operations and implementing business strategies within the realm of business development. 2. FINANCIAL FITNESS POSITION: Podcast co-host NATURE: Podcast Channel INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2024 ADDRESS: 818 N Mountain Ave., Suite #200, Upland CA 91786, United States DESCRIPTION: -Anything discussed in this podcast is concept only. securities or insurance products will not be discussed-Financial Investing 101: Difference between NQ and Q/ Types of accounts, difference between Financial Advisors and how they run their business-Trust 101: Terminology-When we bring guest speaker, topics will vary. These episodes will discuss the guest profession-Examples of speakers will include:-Fitness Instructors; Discuss Fitness & Impact on everyday life-Doctors: Discuss Health related Topics-Different Business Owners: Discuss how they built their business and share their expertise. 3. 1ON1FINANCIAL EDUCATION POSITION: Educator NATURE: An platform dedicated to financial education for people of all ages regarding, budgeting, investing, retirements, debt, taxation and money management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2024 ADDRESS: 818 N. Mountain Ave. Suite #200, Upland CA 91786, United States DESCRIPTION: Developing comprehensive online courses to educate users on various financial topics
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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