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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-29 |
| NC | RA | APPROVED | 2024-08-08 |
| DC | RA | APPROVED | 2024-02-20 |
| NV | RA | APPROVED | 2022-08-12 |
| TX | RA | APPROVED_RES | 2020-06-02 |
| IA | RA | APPROVED | 2019-06-19 |
| WA | RA | APPROVED | 2017-05-08 |
| FL | RA | APPROVED | 2012-01-04 |
| CA | RA | APPROVED | 2002-10-10 |
Branch Locations
20380 Town Center Lane Suite #218, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 07/2002 | Present |
TAX TEAM ADVISORS, INC., NON-INVESTMENT RELATED, 20380 TOWN CENTER LANE, SUITE #218, CUPERTINO, CA 95014, PROVIDE TAX PREPARATION, ACCOUNTING AND GENERAL BUSINESS SERVICES, INCLUDING PAYROLL PROCESSING, BOOKKEEPING, EMPLOYEE BENEFITS AND GROUP INSURANCE ADMINISTRATION, OWNER, SINCE 10/1/2015, DEVOTED TIME IS 12 HRS A MONTH, COORDINATE ACTIVITIES OF TAX ANALYST, REGISTERED TAX PREPARER, EMPLOYEE BENEFITS ADMINISTRATOR AND CPA. CARLTON PACE WEALTH MANAGEMENT, INVESTMENT RELATED, 20380 TOWN CENTER LANE, SUITE #218, CUPERTINO, CA 95014, DBA, MARKETING AND BRANDING PURPOSES, PRINCIPAL, SINCE 10/29/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-08 |
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