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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-02-22 |
| CA | RA | APPROVED | 2015-06-29 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
445 Orchard Street Suite #110, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home-Maker | Various | CA | 05/2011 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2014 | Present |
1. INNOVATIVE WEALTH SOLUTIONS, NON-INVESTMENT RELATED, 445 ORCHARD ST., SUITE #110, SANTA ROSA, CA 95404, DBA FOR BRANDING PURPOSES ONLY, ACCOUNT EXECUTIVE, SINCE 7/1/2015. 2. YOUR FAMILY BANK POSITION: President NATURE: Using whole life insurance for participants to eliminate debt. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: 445 Orchard Street, Suite 110, Santa Rosa CA 95404, United States DESCRIPTION: Analyze client's financial situation and see if life insurance would help facilitate eliminating debt.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-15 |
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