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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-06 |
| CT | RA | APPROVED | 2024-01-03 |
| AK | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED_RES | 2022-07-21 |
| CA | RA | APPROVED | 2011-07-26 |
Branch Locations
1186 E. Grand Avenue, Arroyo Grande, CA 93420 • United States
6627-A Bay Laurel Place, Avila Beach, CA 93424 • 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 |
|---|---|---|---|---|
| Ltc Ins Marketing/Self Emp. | Santa Maria | CA | 02/1986 | Present |
| Centaurus Financial, Inc. | Orange | CA | 05/2006 | Present |
1. SOLE PROPRIETOR, PAINE FINANCIAL SERVICES, 1186 E. GRAND AVE., ARROYO GRANDE, CA 93420. NON INVESTMENT RELATED SINCE 2/2010. THIS IS MY DBA FOR BRANDING PURPOSES ONLY. OWNER, LTC INSURANCE MARKETING, P.O. BOX 3738, PISMO BEACH, CA 93448. INVESTMENT RELATED SINCE 5/1986 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. SELLING LTC, MEDICARE SUPPLEMENT AND FIXED ANNUITIES. 2. AVILA VALLEY MUTUAL WATER COMPANY POSITION: Chair of Investment Committee NATURE: Board for private water district - nominated to be investment chair INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 11549 Los Osos Valley Rd., Ste 202, San Luis Obispo CA 93405, United States DESCRIPTION: Discuss various water related issues coming before the board. Additionally, discuss current investments with others on the investment committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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