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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-06-10 |
| AL | RA | APPROVED | 2025-01-06 |
| MN | RA | APPROVED | 2021-04-23 |
| NC | RA | APPROVED | 2021-04-22 |
| TX | RA | APPROVED_RES | 2021-04-05 |
| LA | RA | APPROVED | 2021-04-01 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
625 W. College Street, Lake Charles, LA 70605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 05/2013 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 05/2013 | 03/2019 |
| Gcg Wealth Management | Charlotte | NC | 04/2013 | Present |
| Woodbury Financial Services, Inc. | Lake Charles | LA | 03/2019 | 04/2021 |
| Woodbury Financial Services, Inc. | Lake Charles | LA | 03/2019 | 04/2021 |
| Centaurus Financial, Inc | Anaheim | CA | 03/2021 | Present |
1. TERRELL AND ASSOCIATES, LLC, 625 W. COLLEGE STREET, LAKE CHARLES, LA 70605. NON INVESTMENT RELATED SINCE 05/2009. DBA FOR BRANDING PURPOSES ONLY. 2. INDEPENDENT CONTRACTOR, TERRELL AND ASSOCIATES LLC, 625 W. COLLEGE STREET, LAKE CHARLES, LA 70605. NON INVESTMENT RELATED AND I SPEND APPROX. 20 HOURS PER MONTH ON THIS ACTIVITY. SALES OF INSURANCE AND ANNUITY SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
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