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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-24 |
| AZ | RA | APPROVED | 2023-06-14 |
| MN | RA | APPROVED | 2023-06-08 |
| AK | RA | APPROVED | 2023-06-07 |
| IA | RA | APPROVED | 2023-06-05 |
| MS | RA | APPROVED | 2023-06-02 |
| NM | RA | APPROVED | 2023-06-01 |
| NC | RA | APPROVED | 2023-06-01 |
| VA | RA | APPROVED | 2023-06-01 |
| AL | RA | APPROVED | 2023-05-31 |
| KS | RA | APPROVED | 2023-05-31 |
| NY | RA | APPROVED | 2023-05-31 |
| OH | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED_RES | 2023-05-31 |
| PA | RA | APPROVED | 2023-05-25 |
| GA | RA | APPROVED | 2023-04-19 |
| FL | RA | APPROVED | 2023-04-18 |
| SC | RA | APPROVED | 2023-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 05/2015 | Present |
1. COLA WEALTH ADVISORS, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, REGISTERED REPRESENTATIVE, SINCE 7/15/2019. 2. MANTEI & ASSOCIATES, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, FOR BRANDING AND ADMINISTRATIVE PURPOSES INCLUDING, BUT NOT LIMITED TO THE PROCESSING OF BUSINESS EXPENSES, PAYROLL AND BENEFITS, EMPLOYEE, SINCE 1/4/1994, DEVOTED TIME IS 200 HOURS A MONTH. 2. LUVU3000 LLC POSITION: Manager NATURE: For estate planning purposes and asset protection INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2023 ADDRESS: Columbia SC 29223, United States DESCRIPTION: 3. FELTS FAMILY TRUST, NON INVESTMENT RELATED, COLUMBIA, SC 29223, SUCCESSOR TRUSTEE, SINCE 3/4/2021, NO CURRENT DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-12 |
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