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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-29 |
| CA | RA | APPROVED | 2026-06-09 |
| AR | RA | APPROVED | 2026-03-23 |
| ID | RA | APPROVED | 2025-07-09 |
| KY | RA | APPROVED | 2025-06-24 |
| OR | RA | APPROVED | 2025-01-29 |
| PA | RA | APPROVED | 2024-01-03 |
| WA | RA | APPROVED | 2023-08-22 |
| NH | RA | APPROVED | 2023-07-05 |
| CO | RA | APPROVED | 2023-01-18 |
| MN | RA | APPROVED | 2022-01-21 |
| AK | RA | APPROVED | 2021-08-10 |
| NY | RA | APPROVED | 2021-07-22 |
| AZ | RA | APPROVED | 2021-01-27 |
| IA | RA | APPROVED | 2020-04-30 |
| GA | RA | APPROVED | 2020-02-06 |
| NM | RA | APPROVED | 2020-01-06 |
| NC | RA | APPROVED | 2017-10-30 |
| FL | RA | APPROVED | 2017-01-10 |
| VA | RA | APPROVED | 2016-08-09 |
| OH | RA | APPROVED | 2016-01-28 |
| SC | RA | APPROVED | 2016-01-28 |
Branch Locations
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 | Lexington | SC | 05/2014 | Present |
1. COLA WEALTH ADVISORS, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, REGISTERED REPRESENTATIVE, SINCE 7/15/2019. 2. MANTEI & ASSOCIATES, NON-INVESTMENT RELATED, 4580 SUNSET BLVD., LEXINGTON, SC 29072, FOR BRANDING AND ADMINISTRATIVE PURPOSES INCLUDING, BUT NOT LIMITED TO THE PROCESSING OF BUSINESS EXPENSES, PAYROLL AND BENEFITS, EMPLOYEE, SINCE 8/3/2015, DEVOTED TIME IS 270 HOURS A MONTH. 2. DANNY KLEMM POSITION: Owner NATURE: Renting my house out for a couple of months. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 1624 Catawaba Street, Columbia SC 29205, United States DESCRIPTION: Landlord. Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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