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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-17 |
| NV | RA | APPROVED | 2025-06-02 |
| IL | RA | APPROVED | 2025-05-28 |
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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 |
|---|---|---|---|---|
| Wfgia Llc- World Financial Group Insurance Agency | Fullerton | CA | 06/2001 | Present |
| Prosperity Builders, Inc | Huntington Beach | CA | 12/2012 | 05/2024 |
| Transamerica Financial Advisors, Inc | Fullerton | CA | 01/2012 | 05/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 05/2024 | 12/2024 |
| Centaurus Financial, Inc. | Anaheim | CA | 04/2025 | Present |
1). LSPN- LEGAL SERVICES PROFESSIONAL NETWORK, NON-INVESTMENT RELATED, 100 N STATE ST #B, LINTON, UT, 84042-1808, TRUST LEGAL SERVICES, MARKETING REP, INDEPENDENT CONTRACTOR, STARTED IN 09/2023, 1-PERCENT OF MY TIME DEVOTED IN A YEAR, EDUCATE CLIENTS THE IMPORTANCE OF HAVING A LIVING TRUST, FOR MORE ADVANCE ESTATE PLANNING FOR CLIENTS WHO NEED IT. 2). WFGIA-WORLD FINANCIAL GROUP INSURANCE AGENCY POSITION: MARKETING DIRECTOR NATURE: WFGIA is an insurance agency sells non-investment related products INSURANCE FIX PRODUCTS CRUMP is IMO that WFGIA uses outside of the preferred insurance companies INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 03/31/1997 ADDRESS: 11315 JOHNS CREEK PKWY, DULUTH GA 30097, United States DESCRIPTION: MARKETING REP MARKETING DIRECTOR INSURANCE REP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
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