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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
| AL | RA | APPROVED | 2025-07-21 |
| TN | RA | APPROVED | 2018-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Cordova | TN | 02/2011 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 12/2018 | Present |
1. Asset Advisory Group, non-investment related, 1926 Exeter Road, Germantown, TN 38138, DBA, IAR, RR, LHA Agent, P&C Agent, since 1/1/2020. 2. CGM Risk Management, non-investment related, 2300 E. Katella Ave., Suite #200, Anaheim, CA 92806, property & casualty insurance, agent, since 1/1/2020, devoted time is 2 hours a month, provide property & casualty insurance to my clients and/or prospects, either business or personal related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-25 |
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