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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-14 |
| OH | RA | APPROVED | 2026-07-10 |
| MA | RA | APPROVED | 2025-12-19 |
| FL | RA | APPROVED | 2025-11-12 |
| WA | RA | APPROVED | 2025-09-08 |
| NC | RA | APPROVED | 2025-08-15 |
| AR | RA | APPROVED | 2024-12-04 |
| VA | RA | APPROVED | 2024-09-05 |
| NV | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED_RES | 2023-04-19 |
| CO | RA | APPROVED | 2021-01-28 |
| CA | RA | APPROVED | 2020-09-14 |
| NM | RA | APPROVED | 2020-08-11 |
| AZ | RA | APPROVED | 2020-04-13 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
1 S. Church Avenue Suite #2130, Tucson, AZ 85701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Tucson | AZ | 02/2013 | 03/2020 |
| Wells Fargo Advisors Llc | Tucson | AZ | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 11/2016 | 04/2020 |
| Centaurus Financial Inc. | Anaheim | CA | 04/2020 | Present |
1. ELEVATE WEALTH MANAGEMENT LLC POSITION: Owner NATURE: DBA for marketing and branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 1 S. Church Avenue, Suite #2130, Tucson, AZ, United States DESCRIPTION: DBA for marketing and branding purposes 2. DMSS LLC POSITION: Owner NATURE: DBA for marketing and branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 1 S. Church Avenue, Suite #2130, Tucson AZ 85701, United States DESCRIPTION: DBA marketing and branding purposes 3. ELEVATE TAX SERVICES LLC POSITION: Owner NATURE: Tax Preparation and bookkeeping for individuals and business owners INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2023 ADDRESS: 1 S Church Ave Suite 2130, Tucson AZ 85701, United States DESCRIPTION: DBA for marketing and branding purposes 4. ELEVATE ESTATE PLANNING LLC POSITION: Owner NATURE: Legal Document Preparation, Mostly LLC's, POA's, Wills, and Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2023 ADDRESS: 1 S Church Ave Suite 2130, Tucson AZ 85701, United States DESCRIPTION: DBA for marketing and branding purposes 5. ELEVATE INSURANCE GROUP LLC POSITION: Owner NATURE: DBA for marketing and branding purposes, and the sale of Term Insurnace, Fixed Annuities, Universal Life, Whole Life, Long Term Care, Immediate Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2023 ADDRESS: 1 S Church Ave Suite 2130, Tucson AZ 85701, United States DESCRIPTION: DBA for marketing and branding purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-09 |
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