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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-07 |
| KY | RA | APPROVED | 2024-11-18 |
| WI | RA | APPROVED | 2024-10-07 |
| MO | RA | APPROVED | 2024-09-13 |
| PA | RA | APPROVED | 2024-06-25 |
| CT | RA | APPROVED | 2024-02-26 |
| ND | RA | APPROVED | 2023-03-28 |
| KS | RA | APPROVED | 2022-11-29 |
| NV | RA | APPROVED | 2021-10-20 |
| NY | RA | APPROVED | 2021-06-01 |
| RI | RA | APPROVED | 2020-10-07 |
| MT | RA | APPROVED | 2020-01-07 |
| FL | RA | APPROVED | 2019-03-27 |
| AZ | RA | APPROVED | 2013-08-27 |
| CO | RA | APPROVED | 2013-01-30 |
| TX | RA | APPROVED_RES | 2012-11-19 |
| ID | RA | APPROVED | 2012-11-09 |
| CA | RA | APPROVED | 2012-11-08 |
| IA | RA | APPROVED | 2012-11-08 |
| NM | RA | APPROVED | 2012-11-08 |
| OR | RA | APPROVED | 2012-11-08 |
| VA | RA | APPROVED | 2012-11-08 |
| WA | RA | APPROVED | 2012-11-08 |
Branch Locations
1020 N. Center Parkway Suite D, Kennewick, WA 99336 • United States
162 E. Hayden Ave., Hayden, ID 83835 • United States
216 W. Pacific Suite # 108, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Crest Planning, Inc. | Kennewick | WA | 07/2006 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 11/2012 | Present |
1. FIRST STEP COMMUNITY COUNSELING SERVICES LLC, NON-INVESTMENT RELATED, KENNEWICK, WA, COUNSELING AND MENTAL HEALTH SERVICES, MEMBER, SINCE 7/2/2010, DEVOTED TIME IS 3 HOURS A MONTH, MONTHLY LLC MEMBERS AND DIRECTORS MEETING AND ONE COMMUNITY EVENT, NO OPERATIONAL RESPONSIBILITY.; 2. MEDPROP LLC, NON-INVESTMENT RELATED, KENNEWICK, WA, LLC PARTNERSHIP THAT BUYS AND HOLDS REAL ESTATE PROPERTIES, MEMBER, SINCE 7/2/2017, PASSIVE REAL ESTATE PORTFOLIO MANAGED BY MANAGING MEMBER.; 3. MEMBER, UBER ALLIANCE, LLC. NON INVESTMENT RELATED. ATTEND 4 - 6 BOARD MEETINGS PER YEAR & EVALUATE PURCHASE AND SALE INFORMATION WITH PARTNERS.; 4. MEMBER, PROFESSIONAL EDUCATION GROUP. NON INVESTMENT RELATED. INSTRUCTOR OF CLASSES OFFERED. EDUCATION PROGRAMS FOR CPA'S AND ATTORNEYS.; 5. PCP CONSULTING/REVEL-E, LLC., INVESTMENT RELATED, KENNEWICK, WA 99336, DBA, MANAGING PARTNER, SINCE 1/27/2016.; 6. ALPHA III WEALTH MANAGEMENT, Managing Partner, DBA for branding purposes only, Non-Investment Related, DEVOTED TIME IS 5 HOURS A MONTH, SINCE 06/01/2022, Kennewick WA 99336, DESCRIPTION: Marketing services managed and operated under primary LLC entity.; 7. ALPHA III TAXGUARD, Managing Partner, Working with prospects and Dunham Trust company for potential tax mitigation strategies for selling highly appreciated assets (Real Estate, Business, etc.) INVESTMENT RELATED, devoted time is 5 hours a month, since 10/15/2022, Kennewick WA.; 8. TH GROUP LLC, Manager, To build collaborative marketing campaigns for businesses who support seniors, veterans and pet services. Events, marketing and advertising programs in print, digital and event formats., Non-Investment related, No, devoted time is 4 hours a month, since 07/20/2020, Kennewick WA.; 9. TODDHALTERMAN.COM, Member, Speaking, consulting and coaching for charities and businesses who want strategic coaching support. Non-Investment related, devoted time is 3 hours a month, since 06/01/2017, Kennewick WA. 10. The Business Strategy Institute, Non-Investment related, since 12/11/2024. Radnor, PA, Description: live educational seminars to teach strong planning techniques for business owners.10.VIROYCO LLC DBA EMF-WARE, POSITION: Chief Financial Officer-Member NATURE: I will serve as a member of the LLC and serve as a proxy CFO at monthly board of advisors meetings - guiding them on financial and business development strategies. I will handle ZERO Finances for the company. I am going to be an equity member-owner of the company and serve as a board member only with no authority to transact business. My initial investment of cash is $150,000 to own 50% equity. EMF Ware is a software subscription programming that affords architects, drafters and designers of fire, security and alarm systems in the design, drafting and development of engineered plans for the installation of alarm, fire and security systems for commercial application. The unique patented software provides scalable efficiencies that when the plans are completed it also outputs the middle and end needs of inventory needed to order for the design and the permit documents needed to be printed to apply for permits with municipalities or governments to approve their job. The End, Middle Frontware company helps replace 2-3 drafters to have one person doing the work of 3 in a week to develop, produce and output the work of design and drawing new jobs. Founding owner Rodney Fox is not a client of mine nor of Centaurus. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025, ADDRESS: 784 S Clearwater Loop, Ste B, Post Falls ID 83854, United States,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-22 |
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