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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-28 |
| GA | RA | APPROVED | 2025-04-30 |
| MS | RA | APPROVED | 2025-04-30 |
| WA | RA | APPROVED | 2025-04-30 |
| NJ | RA | APPROVED | 2025-04-03 |
| NC | RA | APPROVED | 2025-03-19 |
| UT | RA | APPROVED | 2024-06-13 |
| AL | RA | APPROVED | 2024-03-07 |
| AR | RA | APPROVED | 2023-01-30 |
| OH | RA | APPROVED | 2022-03-08 |
| NE | RA | APPROVED | 2022-03-04 |
| SC | RA | APPROVED | 2022-01-24 |
| NY | RA | APPROVED | 2021-11-01 |
| IL | RA | APPROVED | 2021-01-07 |
| MI | RA | APPROVED | 2021-01-05 |
| NV | RA | APPROVED | 2020-09-18 |
| CO | RA | APPROVED | 2020-03-16 |
| FL | RA | APPROVED | 2019-10-22 |
| VA | RA | APPROVED | 2018-11-01 |
| OR | RA | APPROVED | 2017-02-23 |
| ID | RA | APPROVED | 2016-09-28 |
| AZ | RA | APPROVED | 2014-08-19 |
| CA | RA | APPROVED | 2014-08-06 |
| IN | RA | APPROVED | 2014-08-06 |
| TX | RA | APPROVED | 2014-08-06 |
Branch Locations
818 North Mountain Ave. Suite #200, Upland, CA 91786 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 08/2014 | Present |
1. MEDI-CAL BENEFITS -1ON1 ELDER CARE, NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE, SUITE #200, UPLAND, CA 91786, MEDI-CAL, LTC PLANNING AND PAPERWORK PREPARATION FOR VETERANS BENEFITS, BENEFITS SPECIALIST, SINCE 5/22/2017, DEVOTED TIME IS 16 HOURS A MONTH, GATHER INFORMATION TO QUALIFY ASSISTED LIVING CLIENTS FOR MEDI-CAL BENEFITS AND PREPARE DOCUMENT PACKAGE FOR VETERANS FOR SUBMISSION TO VA FOR AID AND ATTENDANCE BENEFITS. 2. REAL ESTATE, NON-INVESTMENT RELATED, UPLAND, CA, 4 RENTAL PROPERTIES, OWNER, SINCE 1/2005, DEVOTED TIME IS 1 HR A MONTH. 3. 1ON1 FINANCIAL & INSURANCE SERVICES, INC., NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE., SUITE #200, UPLAND, CA 91786, DBA, INSURANCE, PRESIDENT, SINCE 7/1/1998, DEVOTED TIME IS 160 HRS A MONTH, SELL OF LIFE AND HEALTH INSURANCE, FIXED INSURANCE AND/OR FIXED ANNUITIES. 4. AMERIESTATE LEGAL PLANS, NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE., SUITE #200, UPLAND, CA 91786, FACILITATION AS A GO BETWEEN CLIENTS AND ATTORNEY TO SET UP TRUST FOR CLIENT'S BENEFIT, SALES REP, SINCE 8/29/2019, DEVOTED TIME IS 2 HOURS A MONTH, HELP CLIENTS FILL OUT ESTATE PLANNING QUESTIONNAIRE AND DELIVER TO LAWYERS. 5. PHILIP A.BOARD AS AUTHOR POSITION: Author NATURE: Authoring Book, Educational INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2024 ADDRESS: 818 N Mountain Ave, Suite #200, Upland CA 91786, United States DESCRIPTION: Co-Authoring a book "Modern Retirement Thought Leaders" 6. FINANCIAL FITNESS POSITION: Podcast 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 7. 1ON1 FINANCIAL EDUCATION POSITION: Educator NATURE: A financial platform dedicated to financial education for people of all ages regarding budgeting, investing, retirement, debt, taxation and money management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2024 ADDRESS: 818 N. Mountain Ave., Suite #200, Upland CA 91786, United States DESCRIPTION: Developing comprehensive online courses to educate users on various financial topics. 8. JENNIFER L. FIELD ESQ. ESTATE PLANNING POSITION: Estate Planner NATURE: The Law Office of Jennifer L. Field / Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/10/2025 ADDRESS: 818 N Mountain Ave Ste 200, Upland CA 91786, United States DESCRIPTION: Help to facilitate the establishment of estate planning documents with attorneys through The Law Office of Jennifer L. Field. 9. PHILIP A BOARD AS AUTHOR POSITION: Author NATURE: Authoring Book, Educational INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2024 ADDRESS: 818 N Mountain Ave, Ste 200, Upland CA 91786, United States DESCRIPTION: Co-Authoring a book :"Modern Retirement Co-Authoring Book: "Mind Over Money"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-14 |
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