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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-19 |
| MD | RA | APPROVED | 2026-05-14 |
| AL | RA | APPROVED | 2026-04-24 |
| IL | RA | APPROVED | 2026-04-14 |
| ND | RA | APPROVED | 2026-03-09 |
| ME | RA | APPROVED | 2026-02-26 |
| UT | RA | APPROVED | 2025-06-12 |
| CT | RA | APPROVED | 2025-06-11 |
| NY | RA | APPROVED | 2025-05-02 |
| OR | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2024-12-12 |
| MI | RA | APPROVED | 2024-05-22 |
| RI | RA | APPROVED | 2024-05-13 |
| GA | RA | APPROVED | 2024-04-22 |
| VA | RA | APPROVED | 2024-03-06 |
| WY | RA | APPROVED | 2024-02-26 |
| LA | RA | APPROVED | 2024-02-19 |
| FL | RA | APPROVED | 2023-03-22 |
| SC | RA | APPROVED | 2022-08-19 |
| NC | RA | APPROVED | 2022-07-12 |
| NJ | RA | APPROVED | 2021-09-03 |
| CA | RA | APPROVED | 2019-08-28 |
| VT | RA | APPROVED | 2019-07-11 |
| WA | RA | APPROVED | 2019-04-10 |
| OH | RA | APPROVED | 2019-03-29 |
| AZ | RA | APPROVED | 2018-10-16 |
| MA | RA | APPROVED | 2017-11-15 |
| NH | RA | APPROVED | 2017-10-19 |
| CO | RA | APPROVED | 2017-10-12 |
| MT | RA | APPROVED | 2017-10-12 |
Branch Locations
2033 6Th Street Suite# 600, Seattle, WA 98121 • United States
125 S. Howes Street Suite #910, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Boulder | CO | 06/2009 | 10/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Erie | CO | 01/2010 | 10/2017 |
| T Doud Llc | Fort Collins | CO | 03/2012 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 10/2017 | Present |
1. DOUD WEALTH MANAGEMENT GROUP, INVESTMENT RELATED, ERIE, CO 80516, DBA, OWNER/PRESIDENT, SINCE 10/9/2017. OWNER/PRESIDENT, T. DOUD LLC, ERIE, CO, NON-INVESTMENT RELATED AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. USED FOR TAX PURPOSES ONLY. FOR DBA PURPOSES. 2. BRIDGEPOINT FINANCIAL, LLC, NON-INVESTMENT RELATED, 125 S. HOWES STREET, SUITE #910, FORT COLLINS, CO 80521, DBA FOR BRANDING AND MARKETING PURPOSES, OWNER, SINCE 1/1/2022. 3. T. DOUD, LLC POSITION: Owner/President NATURE: Business & tax structure for financial advisor business. Sales of other types of insurance products placed and/or conducted away/outside of CFI INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 125 S. Howes Street, Fort Collins CO 80521, United States DESCRIPTION: Maintaining business & tax records for business completed as DBA Doud Wealth Management Group with Centaurus Financial. DBA is part of T Doud LLC. 4. BRIDGEPOINT TECHNOLOGIES, LLC POSITION: Owner NATURE: Software Development INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2026 ADDRESS: 125 S. Howes Street, Suite 910, Fort Collins CO 80521, United States DESCRIPTION: Owner; Proprietary software development; Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
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