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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-28 |
| CA | RA | APPROVED | 2025-01-17 |
| IA | RA | APPROVED | 2025-01-03 |
| SC | RA | APPROVED | 2024-12-03 |
| AL | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED_RES | 2024-06-18 |
| IL | RA | APPROVED | 2024-02-21 |
| KY | RA | APPROVED | 2024-01-16 |
| AR | RA | APPROVED | 2023-10-12 |
| GA | RA | APPROVED | 2022-06-25 |
| NH | RA | APPROVED | 2022-05-17 |
| NJ | RA | APPROVED | 2022-01-06 |
| RI | RA | APPROVED | 2021-09-19 |
| NY | RA | APPROVED | 2021-03-24 |
| MA | RA | APPROVED | 2021-03-11 |
| WI | RA | APPROVED | 2021-03-11 |
| OH | RA | APPROVED | 2020-09-17 |
| PA | RA | APPROVED | 2020-03-27 |
| VA | RA | APPROVED | 2020-03-27 |
| NC | RA | APPROVED | 2020-01-07 |
| FL | RA | APPROVED | 2020-01-06 |
Branch Locations
18501 Murdock Circle Suite #303, Port Charlotte, FL 33948 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
1800 2Nd Street Suite #756, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta | GA | 12/2019 | 12/2019 |
| Balance | Sarsota | FL | 06/2014 | 04/2019 |
| Nav Advisors | Sarasota | FL | 04/2019 | 01/2021 |
| Arkadios Capital | Atlanta | GA | 12/2019 | 12/2019 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2020 | Present |
1.CORNELL ASSET MANAGEMENT, non-investment related, 18501 Murdock Circle, Suite #303, Charlotte, FL 33948, DBA, owner since 1/1/2021. 2.CORNELL ASSET MANAGEMENT POSITION: Owner NATURE: Term Life sales and Medicare to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2026 ADDRESS: 1800 2nd St, Suite 756, Sarasota FL 34236, United States DESCRIPTION: Offering clients term life insurance & Medicare
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-14 |
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