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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-18 |
| OR | RA | APPROVED | 2026-01-30 |
| HI | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED_RES | 2025-07-31 |
| WA | RA | APPROVED | 2025-05-22 |
| NY | RA | APPROVED | 2025-03-19 |
| NC | RA | APPROVED | 2025-03-07 |
| ID | RA | APPROVED | 2024-10-31 |
| AZ | RA | APPROVED | 2022-01-25 |
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
818 North Mountain Ave. Suite #200, Upland, CA 91786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokerage Design & Development | Anaheim | CA | 02/2010 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 03/2012 | Present |
1. CGM RISK MANAGEMENT & INSURANCE SOLUTIONS LLC, NON-INVESTMENT RELATED, 2300 E. KATELLA, SUITE #200, ANAHEIM, CA 92806, PERSONAL AND COMMERCIAL LINES OF INSURANCE, AGENT, SINCE 7/15/2018, DEVOTED TIME IS 10 HOURS A MONTH, SALES. 2. OC INSURANCE SOLUTIONS, NON-INVESTMENT RELATED, ORANGE, CA 92869, DBA, OWNER, SINCE 10/9/2018, DEVOTED TIME IS 10 HOURS A MONTH, SALES OF PERSONAL AND COMMERCIAL LINES OF PROPERTY AND CASUALTY INSURANCE, MEDICARE ADVANTAGE & SUPPLEMENTS, FIXED LIFE INSURANCE. 3. 1ON1 FINANCIAL, NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE., SUITE #200, UPLAND, CA 91786, DBA FOR MARKETING, FINANCIAL PLANNER, SINCE 6/16/2020. 4. AMERIESTATE LEGAL PLAN, INC., NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE., SUITE #200, UPLAND, CA 91786, ESTATE PLANNING, FACILITATOR, SINCE 6/16/2020, DEVOTED TIME IS 5 HOURS A MONTH, HELP FACILITATE THE ESTABLISHMENT OF ESTATE PLANNING DOCUMENTS WITH THE ATTORNEY'S THROUGH AMERIESTATE LEGAL PLAN, INC. 5. 1ON1FINANCIAL EDUCATION POSITION: Educator NATURE: A financial platform dedicated to financial education for people of all ages regarding budgeting, investing, retirement, debt, taxation, money management etc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2024 ADDRESS: 818 N Mountain Ave Ste 200, Upland CA 91786, United States DESCRIPTION: Developing comprehensive online courses to educate users on various financial topics. 6. FINANCIAL FITNESS POSITION: Podcast co-host NATURE: Podcast Channel INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2024 ADDRESS: 818 N Mountain Ave Ste 200, Upland CA 91786, United States DESCRIPTION: -Anything discussed in this podcast is concept only. --Securities or insurance products will not be discussed -Financial Investing 101: Difference between NQ and Q/ Types of accts etc -Difference between Financial Advisors and how they run their business -Trust 101: Terminology -When we bring guest speaker, topics will vary. These episodes will discuss the guest profession -Examples of speakers will include: -Fitness Instructors; Discuss Fitness & Impact on everyday life -Doctors: Discuss Health related Topics -Different Business Owners: Discuss how they built their business and share their expertise. 7. JENNIFER L. FIELD ESQ. ESTATE PLANNING POSITION: Estate Planner NATURE: The Law Office of Jennifer L. Field / Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/30/2025 ADDRESS: 818 N Mountain Ave Ste 200, Upland CA 91786, United States, DESCRIPTION: Help to facilitate the establishment of estate planning documents with attorneys through The Law Office of Jennifer L. Field.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-20 |
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