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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-10 |
| AZ | RA | APPROVED | 2024-12-12 |
| WY | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED_RES | 2024-04-18 |
| MD | RA | APPROVED | 2023-09-22 |
| NY | RA | APPROVED | 2021-11-01 |
| NH | RA | APPROVED | 2021-08-18 |
| NJ | RA | APPROVED | 2020-04-06 |
| NC | RA | APPROVED | 2019-01-15 |
| CT | RA | APPROVED | 2017-06-01 |
| FL | RA | APPROVED | 2017-06-01 |
| VA | RA | APPROVED | 2017-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Institute Of Finance | Bridgeport | CT | 01/2013 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2013 | 05/2017 |
| Centaurus Financial Inc. | Anahiem | CA | 05/2017 | Present |
| Sound Coaching Inc | Bridgeport | CT | 02/2013 | Present |
CT INSTITUTE OF FINANCE, NON-INVESTMENT RELATED, 4749 MAIN ST., BRIDGEPORT, CT 06606, DBA FOR MARKETING AND BRANDING PURPOSES, IAR , SINCE 1/1/2013. CONNECTICUT INSTITUTE OF FINANCE, NON-INVESTMENT RELATED, 4749 MAIN ST., BRIDGEPORT, CT 06606, TAX PREPARATION, TAX PREPARER, SINCE 1/1/2013, DEVOTED TIME IS 240 HOURS A MONTH FROM JAN. TO APRIL. SOUND COACHING INC., NON-INVESTMENT RELATED, 4749 MAIN ST., BRIDGEPORT, CT 06606, COACH, SINCE 1/1/2013, DEVOTED TIME IS 20-40 HOURS A MONTH, COACH CLIENTS. CONNECTICUT INSTITUTE OF FINANCE, NON-INVESTMENT RELATED, 4749 MAIN ST, BRIDGEPORT CT 06606, LIFE INSURANCE, SINCE 1/1/2013, DEVOTED TIME IS 5-10 HOURS A MONTH, DISCUSS/SELL LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-08 |
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