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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-11 |
| ME | RA | APPROVED | 2024-08-27 |
| CA | RA | APPROVED | 2019-12-11 |
| TX | RA | APPROVED_RES | 2018-05-02 |
| WV | RA | APPROVED | 2017-03-28 |
| NJ | RA | APPROVED | 2017-03-23 |
| FL | RA | APPROVED | 2017-03-22 |
| NC | RA | APPROVED | 2017-03-22 |
| PA | RA | APPROVED | 2017-03-21 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
191 Presidential Blvd. Suite W-1, Bala Cynwyd, PA 19004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Moorestown | NJ | 01/2011 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 03/2017 | Present |
1. CGM RISK MANAGMENT AND INSURANCE SERVICES LLC, NON-INVESTMENT RELATED, 2300 E. KATELLA AVE., SUITE #200, ANAHEIM, CA 92806, PROPERTY AND CASUALTY, PRINCIPAL, SINCE 1/1/2018, DEVOTED TIME IS 20 HOURS A MONTH, QUOTE PROPERTY AND CASUALTY FOR CENTAURUS REPS WHO REFER BUSINESS AND MY OWN CLIENTS, ALSO DEAL WITH AGGREGATOR, MARKET CGM AT CONVENTIONS, TALK WITH REPS AND DO CARRIER TRAININGS. 2. GM FINANCIAL CONSULTANTS, NON-INVESTMENT RELATED, 191 PRESIDENTIAL BLVD., SUITE W-1, BALA CYNWYD, PA 19004, DBA, PROPERTY & CASUALTY AND FIXED INSURANCE, AGENT. 3. INTEGRATED FINANCIAL CONCEPTS NATIONAL LIFE GROUP, NON-INVESTMENT RELATED, 1 NATIONAL LIFE DRIVE, MONTPELIER, VERMONT 05604, FIXED IUL, WHOLE AND TERM LIFE INSURANCE, AGENT, SINCE 4/17/2020, DEVOTED TIME IS 3 HOURS A MONTH, SELLING TERM IUL AND WHOLE LIFE. 4. 191 FINANCIAL ADVISORS, POSITION: Financial advisor NATURE: DBA for marketing/branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/10/2026 ADDRESS: 191 Presidential Blvd, Ste W1, Bala Cynwyd PA 19004, United States, DESCRIPTION: Just name for branding/marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
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