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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-02 |
| IL | RA | APPROVED | 2025-10-06 |
| FL | RA | APPROVED | 2025-09-26 |
| CO | RA | APPROVED | 2019-10-10 |
| WA | RA | APPROVED | 2019-10-10 |
| TX | RA | APPROVED | 2019-10-09 |
| NV | RA | APPROVED | 2018-03-15 |
| AZ | RA | APPROVED | 2018-03-06 |
| OR | RA | APPROVED | 2018-03-05 |
| CA | RA | APPROVED | 2018-01-19 |
Branch Locations
1580 Oakland Road Suite #C114, San Jose, CA 95131 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 01/2018 | Present |
| Aaa Mountain West Group | San Jose | CA | 08/2014 | 12/2017 |
1. TRUE NORTH ADVISORS, NON-INVESTMENT RELATED, 1580 OAKLAND ROAD, SUITE C114, SAN JOSE, CA 95131, DBA, INVESTMENT ADVISER REPRESENTTIVE, SINCE 3/1/2018. 2. TRUE NORTH FINANCIAL AND INSRUANCE SERVICES, INC., NON-INVESTMENT RELATED, 1580 OAKLAND ROAD, SUITE C114, SAN JOSE, CA 95131, TO PROCESS INCOME AND EXPENSES RELATED TO THE OPERATION OF FINANCIAL SERVICES PROVIDED BY CENTAURUS FINANCIAL, INC, THROUGH TRUE NORTH ADVISORS, DBA, CHIEF FINANCIAL OFFICER, SECRETARY/TREASURER, SINCE 1/12018, DEVOTED TIME IS 20 HOURS A MONTH, ACCUMULATE EXPENSES AND CONSOLIDATE INCOME FOR TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-07 |
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