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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| CT | RA | APPROVED | 2023-01-04 |
| OH | RA | APPROVED | 2023-01-04 |
| NH | RA | APPROVED | 2013-07-24 |
Branch Locations
235 Eaton Road, Swanzey, NH 03446 • United States
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 07/2013 | Present |
1. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2014 ADDRESS: 235 Eaton Road, Swanzey NH 03446, United States DESCRIPTION: Notarize signature on various documents 2. LIFE, HEALTH AND ANNUITY LICENSE AGENT POSITION: Agent NATURE: Sale of standard fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: 235 Eaton Road, Swanzey NH 03446, United States DESCRIPTION: Sales and marketing of standard fixed annuities; I spend 5 hours or less per month on this activity. 3. TOWN OF SWANZEY POSITION: Trustee of Trust Funds NATURE: Town Trustee of Trust Funds for a 2-year term ending in March 2027 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 620 Old Homestead Highway, Swanzey NH 03446, United States DESCRIPTION: Attend quarterly meetings and 4 or 5 procedural meetings; review the 3 Town Trust Funds and the investments in each fund; review the investment policy and investment watch list; check signing may be required
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-04 |
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