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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-02-27
CA RA APPROVED 2022-10-28
  • MO RA
    APPROVED
    Since 2025-02-27
  • CA RA
    APPROVED
    Since 2022-10-28

Branch Locations

16191 Kamana Road Suite #202, Apple Valley, CA 92307 • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Archangel Financial Services, Inc. Apple Valley CA 06/2012 Present
Glorietta Management Group, Inc. Apple Valley CA 01/2020 Present
Centaurus Financial Inc. Anaheim CA 09/2022 Present
Archangel Tax Planning Apple Valley CA 01/2025 Present
  • 06/2012 → Present
    Archangel Financial Services, Inc.
    Apple Valley, CA
  • 01/2020 → Present
    Glorietta Management Group, Inc.
    Apple Valley, CA
  • 09/2022 → Present
    Anaheim, CA
  • 01/2025 → Present
    Archangel Tax Planning
    Apple Valley, CA
Other Businesses

1. ARCHANGEL FINANCIAL SERVICES, INC. POSITION: Administrative Assistant NATURE: DBA only for branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 16191 Kamana Rd., Suite #202, Apple Valley CA 92307, United States DESCRIPTION: Operations 2. ARCHANGEL TAX PLANNING POSITION: Owner NATURE: Tax preparation and planning, Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 16191 Kamana Rd., Suite 202, Apple Valley CA 92307, United States DESCRIPTION: Tax preparation and planning, Bookkeeping 3. GLORIETTA MANAGEMENT GROUP INC. POSITION: Controller NATURE: Offer business and personnel management solutions to niche businesses which allows operators to focus on their core competencies. INVESTMENT RELATED: No NUMBER OF HOURS: 65 Securities Trading hours: 30 START DATE: 01/01/2020, ADDRESS: 16191 Kamana RD, Suite# 203 Apple Valley CA 92307, United States DESCRIPTION: Company Controller, bookkeeper, and financial projections.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28

View on SEC IAPD

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