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40462 Snake Lane, Palmdale, CA 93551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
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. | Orange | CA | 12/2007 | 12/2024 |
| Sage Wealth Solutions Llc | Palmdale | CA | 09/2025 | Present |
| Unemployed | Palmdale | CA | 01/2025 | 08/2025 |
1. SAGE COLLEGE PLANNING, NON-INVESTMENT RELATED, PALMDALE, CA 93351, CONSULTING ON COLLEGE ADMISSION AND FINANCIAL AID, OWNER, SINCE 11/1/2013, DEVOTED TIME IS 40 HRS A MONTH, CONSULT WITH FAMILIES TO BETTER POSITION THEIR STUDENTS FOR COLLEGE ACCEPTANCE WITH BETTER FINANCIAL AID PACKAGES. 2. PROPRIETOR, RALPH WILLIAMS, PALMDALE, CA 93551, START DATE 5-12-1976, 16 HOURS PER MONTH, NON INVESTMENT RELATED, SALES OF FIXED INSURANCE AND ANNUITIES AND LIFE INSURANCE. 3. DIRECTOR OF MUSIC, LANCASTER UNITED METHODIST CHURCH, 918 W. AVENUE J, LANCASTER, CA 93534, NON INVESTMENT RELATED, START DATE 9-1-1999, 40 HOURS PER MONTH, SELECT AND DIRECT MUSIC FOR CHOIR AND ORCHESTRA FOR WORSHIP SERVICES AND CONCERTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-01 |
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