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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
CO RA APPROVED 2025-01-02
IN RA APPROVED 2022-07-13
  • CA RA
    APPROVED
    Since 2025-01-02
  • CO RA
    APPROVED
    Since 2025-01-02
  • IN RA
    APPROVED
    Since 2022-07-13

Branch Locations

3902 State Street Suite #101, Santa Barbara, CA 93105 • United States

6520 Lonetree Blvd. #138, Rocklin, CA 95765 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Quest Securities, Inc. Alameda CA 04/2009 02/2017
Bcn Financial, Inc. Alameda CA 06/2009 Present
Crown Capital Securities, Lp Orange CA 02/2017 09/2017
Centaurus Financial, Inc. Anaheim CA 09/2017 Present
  • 04/2009 → 02/2017
    Quest Securities, Inc.
    Alameda, CA
  • 06/2009 → Present
    Alameda, CA
  • 02/2017 → 09/2017
    Crown Capital Securities, Lp
    Orange, CA
  • 09/2017 → Present
    Anaheim, CA
Previous Registrations
  • 2012-02-10 → 2017-10-05
    Alameda, CA
  • 2017-02-03 → 2017-09-11
    Crown Capital Securities, L.P.
    Roseville, CA
    Fair Oaks, CA
    Roseville, CA
  • 2009-04-28 → 2017-02-02
    Quest Securities, Inc.
    Alameda, CA
    Rocklin, CA
    Roseville, CA
  • 2004-07-13 → 2006-10-20
    Msi Financial Services, Inc.
    Sacramento, CA
    Sacramento, CA
  • 2002-10-30 → 2002-12-07
    Roseville, CA
Other Businesses

1. NPFBA, investment related, 2200 Douglas Blvd., Suite #110A, Roseville, CA 95661, sale of long term care and long term disability to safety members in the state of California, the work may involve some sale of fixed life insurance, field service manager (part time), since 12/1/2018, devoted time is 4 hours a month, meet with police and fire fighters to provide long term care, long term disability and possible fixed life insurance. 2. Notary Public, non-investment related, Lincoln, CA 95648, notarization of documents, Notary, since 4/7/2018, I do not generally charge my clients for this service, generally only used for business documents and retirement applications. 3. TEAM ALVAREZ INSURANCE SERVICES POSITION: Field Agent NATURE: Medicare coverage for clients and prospects enrolling for new policy. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2023 ADDRESS: 1971 E. 4th Street, Santa Ana CA 92705, United States DESCRIPTION: Providing Medicare Advantage/Supplements to clients and prospects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-29
  • S66 Uniform Combined State Law Examination
    2002-10-29
Other Names
  • Julie Elizabeth Coburn-Olson
  • Julie Olson
  • Julia E Coburn

View on SEC IAPD

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