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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-11 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
16 S. Main Street, Cooopersburg, PA 18036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2007 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Center Valley | PA | 03/2019 | 06/2021 |
| Woodbury Financial Services, Inc. | Center Valley | PA | 03/2019 | 06/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2021 | Present |
1. OWNER/PARTNER, HEALTH INSURANCE WORX, LLC. 16 S. MAIN STREET, COOPERSBURG, PA 18036. NON INVESTMENT RELATED SINCE 05/2013 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. I SELL INDIVIDUAL AND SMALL GROUP HEALTH INSURANCE. 2. PARTNER, TW COOPER BENEFITS, LLC., 6666 PASSER ROAD, COOPERSBURG, PA 18036. NON INVESTMENT RELATED SINCE 01/2018 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. I OVERSEE 2 LIFE AGENTS AND HEALTH INSURANCE. 3. PRESERVATION WEALTH ADVISORS, NON-INVESTMENT RELATED, 16 S. MAIN STREET, COOPERSBURG, PA 18036, DBA FOR BRANDING PURPOSES, SINCE 9/23/2022. 4. SELF POSITION: Agent NATURE: sell fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2022 ADDRESS: 16 South Main Street, Coopersburg PA 18036, United States DESCRIPTION: sell fixed life insurance and annuities, term insurance and MYGA annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-27 |
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