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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-09 |
| IN | RA | APPROVED | 2025-05-27 |
| CA | RA | APPROVED | 2024-07-23 |
| OR | RA | APPROVED | 2024-07-23 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
Eugene, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Eugene, | OR | 11/2012 | 06/2024 |
| Charles Schwab Bank, Ssb | Eugene | OR | 11/2012 | 06/2024 |
| Centaurus Financial Inc. | Anaheim | CA | 07/2024 | Present |
1. Jorgenson Wealth Advisory LLc, non-investment related, Eugene, OR 97405, DBA for branding purposes, since July 1st. 2. Emerald Kidsports is a non-profit youth sports program serving Eugene-Springfield and the surrounding areas. They are located at 2054 Amazon Pkwy., Eugene, OR 97405. I have personally coached sports, baseball, softball, and football, and have been a sitting board member, since April 2015. Devoted volunteer time is approximately 2 hours per month, and this is a non-paid position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-10 |
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