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Centaurus Financial, Inc. CRD 30833
$9.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-28 |
| CA | RA | APPROVED | 2020-01-13 |
| WA | RA | APPROVED | 2019-05-31 |
| OR | RA | APPROVED | 2009-06-11 |
Branch Locations
Palm Coast, FL • United States
Boring, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Penny | Portland | OR | 08/1993 | Present |
| Investment Alliance | Clackamas | OR | 08/1993 | Present |
| Columbia Turiel | Portland | OR | 01/1998 | Present |
| Centaurus Financial, Inc. | Portland | OR | 04/1999 | Present |
1. KINSEY PROPERTIES LLC, NON-INVESTMENT RELATED, 415 NE 4TH ST., GRESHAM, OR 97030, RENTAL OF A 4PLEX THAT WAS PURCHASED, OWNER, SINCE 9/1/2018, DEVOTED TIME IS ONE HOUR A MONTH, MANAGING A 4PLEX THAT WE OWN. 2. LANDMARK TAX & INVESTMENT SERVICES INC., PRESIDENT, SINCE 11/1/2002, AT 415 NE 4TH STREET, GRESHAM, OR 97030, PREPARATION OF TAX RETURNS AND PROVIDE NOTARY SERVICE, DEVOTED TIME IS 200 HRS A MONTH, NON-INVESTMENT RELATED. 3. RENTAL HOUSES, SOLE PROPRIETOR, OWNER, SINCE 10/1/2006, RENTING OUT MY HOUSES, DEVOTED TIME IS 2 HRS A MONTH, NON-INVESTMENT RELATED. 4. A HELPING HAND SUPPORT SERVICE INC., NON-INVESTMENT RELATED, 415 NE 4TH ST., GRESHAM, OR 97030, AGENCY TO HELP DD CLIENTS HAVE CAREGIVERS, SECRETARY, SINCE 1/1/2020, DEVOTED HOURS IS 5 HOURS A MONTH, I AM JUST A SHAREHOLDER ON THE CORPORATION AND MY HUSBAND WILL BE RUNNING THE BUSINESS, I WILL BE ONLY HELPING HIM WITH THE 1099 FOR HIS SUBCONTRACTORS. 5. LANDMARK TAX POSITION: Owner NATURE: Tax preperation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2024 ADDRESS: 22 Cedarford Ct, Palm Coast FL 32137, United States DESCRIPTION: Prepare individual and corporation tax returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
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