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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-27 |
| IN | RA | APPROVED | 2025-02-05 |
| DE | RA | APPROVED | 2024-08-19 |
| NY | RA | APPROVED | 2024-08-06 |
| GA | RA | APPROVED | 2024-04-22 |
| OK | RA | APPROVED | 2024-03-20 |
| IL | RA | APPROVED | 2023-09-29 |
| MT | RA | APPROVED | 2023-08-07 |
| ID | RA | APPROVED | 2022-10-14 |
| OH | RA | APPROVED | 2022-03-21 |
| VA | RA | APPROVED | 2019-07-09 |
| CO | RA | APPROVED | 2017-09-12 |
| FL | RA | APPROVED | 2017-08-30 |
| NV | RA | APPROVED | 2017-08-30 |
| OR | RA | APPROVED | 2017-08-23 |
| WA | RA | APPROVED | 2017-08-22 |
| AZ | RA | APPROVED | 2017-08-10 |
| CA | RA | APPROVED | 2017-08-10 |
| LA | RA | APPROVED | 2017-08-10 |
| TX | RA | APPROVED | 2017-08-09 |
Branch Locations
9870 Research Drive, Irvine, CA 92618 • United States
Westlake Village, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 11/2011 | 08/2017 |
| Centaurus Financial, Inc | Anaheim | CA | 08/2017 | Present |
1. COLES CAPITAL MANAGEMENT, NON INVESTMENT RELATED, DBA ONLY, FOR BRANDING PURPOSES ONLY. JASON ROBERTS COLES, LIFE AND TERM INSURANCE SALES, NON INVESTMENT RELATED SINCE 3/2008 AND I SPEND APPROX. ONE HOUR PER MONTH ON THIS ACTIVIY. SAN JUAN FINANCIAL, NON INVESTMENT RELATED AND I SPEND APPROX. TWO HOURS PER MONTH ON THIS ACTIVITY. RESEARCH COST BASIS FOR SCHEDULE D's ON TAX RETURNS. 2. DAVID CLEMENT AKA DRC TRUST POSITION: trustee NATURE: signing off on wire's from his trust to his corporate account or requesting via bank reps to move money from his Living Trust to his corporate account. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 86 Magnolia Gardens Dr, Covington LA 70435, United States DESCRIPTION: David is a family friend who travels internationally. David wants to me to help approve transfers out of his DRC Trust account at Resource Bank in New Orleans, Louisiana to his corporate account via wire on bank assisted transfers a couple times a quarter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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