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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-11 |
| FL | RA | APPROVED | 2024-11-25 |
| GA | RA | APPROVED | 2024-07-15 |
| SC | RA | APPROVED | 2024-04-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 05/2015 | Present |
1. COLA WEALTH ADVISORS, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, REGISTERED REPRESENTATIVE, SINCE 7/15/2019. 2. MANTEI & ASSOCIATES, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, FOR BRANDING AND ADMINISRATIVE PURPOSES INCLUDING, BUT NOT LIMITED TO THE PROCESSING OF BUSINESS EXPENSES, PAYROLL AND BENEFITS, EMPLOYEE, SINCE 10/1/2003, DEVOTED TIME IS 300 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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