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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-03 |
| AZ | RA | APPROVED | 2026-02-10 |
| WY | RA | APPROVED | 2026-02-05 |
| MA | RA | APPROVED | 2026-01-27 |
| IL | RA | APPROVED | 2026-01-09 |
| MI | RA | APPROVED | 2024-04-17 |
| SC | RA | APPROVED | 2023-10-25 |
| WI | RA | APPROVED | 2023-10-25 |
| NE | RA | APPROVED | 2023-01-13 |
| MT | RA | APPROVED | 2022-08-16 |
| WA | RA | APPROVED | 2022-06-23 |
| NV | RA | APPROVED | 2022-01-19 |
| ID | RA | APPROVED | 2022-01-14 |
| OR | RA | APPROVED | 2021-10-11 |
| SD | RA | APPROVED | 2021-03-05 |
| NC | RA | APPROVED | 2020-02-21 |
| CA | RA | APPROVED | 2019-10-31 |
| OH | RA | APPROVED | 2019-08-21 |
| TX | RA | APPROVED_RES | 2017-01-03 |
| FL | RA | APPROVED | 2015-05-18 |
| UT | RA | APPROVED | 2014-07-23 |
| CO | RA | APPROVED | 2013-04-01 |
Branch Locations
9335 Commerce Center Street Unit #B5, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial | Anaheim | CA | 07/2012 | Present |
| Charter Financial Resources | Greenwood Village | CO | 05/2009 | Present |
| Martin'S Golf Marketing, Llc. | Greenwood Village | CO | 10/2009 | Present |
| Rocky Mountain Center For Identity Protection | Greenwood Village | CO | 12/2011 | Present |
1. DBA CHARTER FINANCIAL RESOURCES LLC, NON-INVESTMENT RELATED, MARKETING DIRECTOR, SINCE 5/18/2009, 9335 COMMERCE CENTER STREET, UNIT #B5, HIGHLANDS RANCH, CO 80129, BRANDING PURPOSES ONLY. 2. THE GUY NEXT DOOR HVAC POSITION: Service Technician NATURE: Service Technician for HVAC systems. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2022 ADDRESS: 1310 N. Tabor Dr, Castle Rock CO 80104, United States DESCRIPTION: On a very rase occasion I will service and install HVAC equipment for close friends and family. 3. MARC WHEELER POSITION: Owner NATURE: Term Life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2026 ADDRESS: 9335 Commerce Center St, Highlands Ranch, Highlands Ranch CO 80129, United States DESCRIPTION: I sell fixed insurance products, primarily term life insurance, through Highland Capital. Duties include obtaining quotes and servicing policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-19 |
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