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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-27 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
2224 E. Santa Clara Avenue, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Pension Consultants,Inc. | Pasadena | CA | 12/1984 | Present |
| Pension Services Corporation | Pasadena | CA | 09/1990 | Present |
| Centaurus Financial, Inc. | Orange | CA | 06/2003 | Present |
1. IMPRIMIS FINANCIAL & INSURANCE SERVICES, INC., NON-INVESTMENT RELATED, ARCADIA, CA 91006, PENSION DESIGN AND CONSULTING, BRANDING PURPOSES ONLY, PRESIDENT, SINCE 3/16/2015, DEVOTED TIME IS 160 HRS A MONTH. 2. PINNACLE GROUP FINANCIAL SERVICES POSITION: Rep NATURE: DBA for branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 2224 E. Santa Clara Ave., Santa Ana CA 92705, United States DESCRIPTION: DBA for branding purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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