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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-20 |
Branch Locations
40 W. Cochran Street Suite 110, Simi Valley, CA 93065 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moorpark High School | Moorpark | CA | 08/2018 | 06/2022 |
| Centaurus Financial Inc. | Anaheim | CA | 04/2024 | Present |
| Chaparral Middle School | Moorpark | CA | 08/2015 | 06/2018 |
| Starbucks | Thousand Oaks | CA | 12/2022 | 02/2023 |
| Insurance Brokers West | Moorpark | CA | 01/2023 | 06/2023 |
| Unemployed | Moorpark | CA | 06/2023 | 08/2023 |
| Moorpark Community College | Moorpark | CA | 08/2023 | 12/2023 |
| The Home Depot | Thousand Oaks | CA | 11/2023 | 02/2024 |
| Vs Associates Inc. | West Hills | CA | 01/2024 | 09/2025 |
| Home Goods | Thousand Oaks | CA | 08/2020 | 05/2021 |
| Toppers Pizza Place | Thousand Oaks | CA | 04/2021 | 06/2022 |
| Vs Associates Inc. | West Hills | CA | 06/2022 | 11/2022 |
1. DOORDASH POSITION: Dasher NATURE: Picking up food for customers and delivering it to them when they are unable to do so. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 4172 Quailsprings Ct., Moorpark CA 93021, United States DESCRIPTION: Food delivery, picking up orders. 2. MENNE FINANCIAL POSITION: Partner NATURE: Disclosing DBA for branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2025 ADDRESS: 40 W. Cochran St., Suite #110, Simi Valley CA 93065, United States DESCRIPTION: Disclosing DBA for branding purposes only. 3. CAVALIER ASSOCIATIES POSITION: N/A NATURE: Term Life Insurance and LTC Sales Support INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2026 ADDRESS: 2801 Townsgate Rd, Westlake Village CA 91361, United States DESCRIPTION: Life Insurance sales support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-20 |
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