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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-02-01 |
Branch Locations
2225 E. Murray Holladay Road Suite #106, Holladay, UT 84117 • United States
2 disclosure categories 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 | 01/2012 | Present |
OUT OF EGRESS, INC., DBA HOLLADAY WEALTH ADVISORS, INVESTMENT RELATED, 2225 E. MURRAY-HOLLADAY RD., SUITE #106, HOLLADAY, UT 84117, DBA FOR BRANDING PURPOSES, BRANCH MANAGER/ADVISOR, SINCE 3/29/2018. BRANCH MANAGER/ADVISOR, SINCE 2/26/2018. OUT OF EGRESS INC. DBA DREAM IT FINANCIAL, PRESIDENT, SINCE 4/2/2010, 2225 E. MURRAY-HOLLADAY RD., STE. 106, HOLLADAY, UT 84117, MEETING WITH PROSPECTS AND CLIENTS TO DO FINANCIAL PLANNING, INVESTMENT AND INSURANCE BUSINESS, AND ADMIN. DUTIES, DEVOTED TIME IS 106 HRS A MONTH, NON-INVESTMENT RELATED. OUT OF EGRESS, INC. DBA HOLLADAY WEALTH ADVISORS POSITION: Branch Manager/Advisor NATURE: Used for state and local business registration, taxes and branding purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/05/2023 ADDRESS: 2225 E. Murray-Holladay Rd, Suite 106, Holladay UT 84117, United States DESCRIPTION: This DBA is used for state and local business registration, taxation. INDEPENDENT INSURANCE AGENT THROUGH BUSINESS ENTITY OUT OF EGRESS: DBA HOLLADAY WEALTH ADVISORS POSITION: Branch Manager/Advisor NATURE: Disability and Health Insurance sales related to Financial Planning activities. This activity is done through our business Out of Egress: DBA Holladay Wealth Advisors which is being used only for branding, expensing and marketing purposes. It is not a licensed insurance agency. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2010 ADDRESS: 2225 E. Murray-Holladay Rd, Suite 106, Holladay UT 84117, United States DESCRIPTION: As part of the financial planning process, occasionally I will sell health and/or disability insurance plans to clients. I do not currently have any active appointments for Health or Disability Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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