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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-19 |
| MD | RA | APPROVED | 2025-09-23 |
| NC | RA | APPROVED | 2013-04-30 |
| CA | RA | APPROVED | 2013-04-29 |
| TX | RA | APPROVED | 2013-04-26 |
Branch Locations
7777 Center Avenue Suite #120, Huntington Beach, CA 92647 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Direct Insurance Business | Seal Beach | CA | 09/1996 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 04/2013 | Present |
1. FCI LENDER SERVICES, INVESTMENT RELATED, HUNTINGTON BEACH, CA 92648, I AM INVESTING IN TRUST DEEDS FOR MYSELF, INVESTOR, DEVOTED TIME IS 1 HOUR A MONTH, SINCE 9/26/2016. 2. RETIREMENT EDUCATORS, NON-INVESTMENT RELATED, 7777 CENTER AVE., #120, HUNTINGTON BEACH, CA 92647, DBA FOR MODERN RETIREMENT PLANNING WORKSHOP, DEVOTED TIME IS 2 HRS A MONTH, COLLECT THE FEE FOR THE COURSE. OWNER, SINCE 9/8/2014. 3. HABERL WEALTH MANAGEMENT, NON-INVESTMENT RELATED, 7777 CENTER AVE., SUITE #120, HUNTINGTON BEACH, CA 92647, SALE OF FIXED INSURANCE AND/OR FIXED ANNUITIES, SINCE 1/1/2013, DEVOTED TIME IS 1 HR A MONTH, MEET WITH CLIENTS TO PROCESS THEIR INSURANCE CASES. 4. HABERL WEALTH MANAGEMENT LLC, NON-INVESTMENT RELATED, 7777 CENTER AVE., SUITE #120, HUNTINGTON BEACH, CA 92647, AN ENTITY USED AS A PASS THROUGH FOR TAX PURPOSES, OWNER, SINCE 9/21/2020, I AM THE SOLE MEMBER OF THE LLC. 5. BAKER BROTHERS INVESTMENTS (BBI) THROUGH BGA HORIZON FUND, INVESTMENT RELATED, 1 MARINA PARK DRIVE, SUITE #1150, BOSTON, MA 02210, THIS IS A PRIVATE INVESTMENT OFFERED THROUGH BGA HORIZON FUND INVESTING IN BAKER BROTHERS INVESTMENTS A BIOTECH INVESTMENT FIRM, BAKER BROTHERS (BBI) EMPLOYS A PRIVATE EQUITY/VENTURE CAPITAL STYLE APPROACH TO PUBLIC BIOTECH INVESTING, 95% OF THEIR INVESTMENTS OCCUR IN THE PUBLIC MARKETS, BUT THEY HAVE A LONG TIME HORIZON FOR THEIR CORE POSITIONS, INVESTOR, SINCE 5/27/2021. 6. 711 PCH LLC POSITION: Owner NATURE: 711 PCH LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 711 PCH #105, Huntington Beach CA 92648, United States DESCRIPTION: This is a holding LLC for a rental property. The duties are to collect rent from the property and manage it when it becomes vacant.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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