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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-08 |
| MI | RA | APPROVED | 2024-01-18 |
| IL | RA | APPROVED | 2021-08-05 |
| CA | RA | APPROVED | 2020-03-27 |
| TX | RA | APPROVED | 2017-03-15 |
Branch Locations
2570 Justin Road, Fm 407 Suite #210, Highland Village, TX 75077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 03/2016 | Present |
1. MORRISON FINANCIAL, NON-INVESTMENT RELATED, 2570 JUSTIN ROAD, SUITE #210, HIGHLAND VILLAGE, TX 75077, DBA FOR BRANDING PURPOSES ONLY, FINANCIAL ADVISOR, SINCE 3/17/2016. 2. CGM, NON-INVESTMENT RELATED, 2570 FM 407, SUITE #210, HIGHLAND VILLAGE, TX 75077, PROPERTY AND CASUALTY, AGENT, SINCE 8/3/2020, DEVOTED TIME IS 16 HOURS A MONTH, I ANTICIPATE MARKETING AND SALES OF PROPERTY AND CASUALTY PRODUCTS AND PROVIDING ONGOING SUPPORT TO CLIENTS. 3. AGENT, LHA, 2570 JUSTIN ROAD, SUITE #210, HIGHLAND VILLAGE, TX 75077. NON INVESTMENT RELATED SINCE 4/2017 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. SALES OF LTC AND STANDARD LIFE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-19 |
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