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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| NE | RA | APPROVED | 2024-07-11 |
| NH | RA | APPROVED | 2024-04-11 |
| IA | RA | APPROVED | 2021-03-30 |
| IN | RA | APPROVED | 2017-01-11 |
| TX | RA | APPROVED_RES | 2017-01-06 |
| IL | RA | APPROVED | 2016-02-25 |
| AZ | RA | APPROVED | 2015-11-10 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
10845 Griffith Peak Drive Suite #2, Las Vegas, NV 89135 • 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 | 08/2010 | Present |
1. JP ASSET MGMT LLC, NON-INVESTMENT RELATED, LAS VEGAS, NV, 89135, FOR TAX PURPOSES, MANAGER, SINCE 1/19/2015, DEVOTED TIME IS 2 HRS A MONTH, ADMINISTRATIVE. 2. JP INSURANCE SERVICES, NON-INVESTMENT RELATED, 10845 GRIFFITH PEAK DRIVE, SUITE #200, LAS VEGAS, NV 89135. SELL TERM LIFE, WHOLE LIFE, HEALTH AND DISABILITY INSURANCE, MANAGING PARTNER, SINCE 10/5/2012, DEVOTED TIME IS 5 HRS A MONTH. 3. JP WEALTH MANAGEMENT & FINANCIAL PLANNING POSITION: Financial Advisor NATURE: DBA FOR BRANDING AND MARKETING PURPOSES RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: null START DATE: 07/15/2020 ADDRESS: 10845 Griffith Peak Drive, Suite 200, Las Vegas NV 89135, United States DESCRIPTION: DBA FOR BRANDING AND MARKETING PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 1993-10-11 |
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