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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-11-03 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
San Diego, CA • United States
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, Inc | Anaheim | CA | 10/2015 | Present |
1. AMERICAN GENERAL AIG TERM, NON-INVESTMENT RELATED, SAN DIEGO, CA 92128, LIFE SALES, AGENT, SINCE 12/1/1990, DEVOTED TIME IS 3 HOURS A MONTH, SALE OF TERM LIFE. 2. FMO BRIDLEWOOD INSURANCE SERVICES, NON-INVESTMENT RELATED, SAN DIEGO, CA 92128, MEDICARE SUPPLEMENT AND MEDICARE ADVANTAGE SALES, AGENT, SINCE 8/3/2020, DEVOTED TIME IS 25 HOURS A MONTH, TALKING TO PROSPECTS TURNING AGE 65 ABOUT MEDICARE OPTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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