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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
| IL | RA | APPROVED | 2026-07-08 |
Branch Locations
127 N Walnut St #100, Itasca, IL 60143 • United States
2300 E. Katella Ave. Suite 200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisers Group, Inc | Itasca | IL | 07/2015 | 09/2022 |
| Mass Mutual Life Insurance Company | Itasca | IL | 01/2019 | 09/2022 |
| Mml Investors Services, Llc | Itasca | IL | 01/2021 | 09/2022 |
| Equitable Advisors Llc | New York | NY | 09/2022 | 06/2026 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2026 | Present |
(1) Advisers Group, Inc, Itasca, IL, Owner/Secretary, incorporated 4/3/2015, P&C insurance consulting approx. 40 hrs./mo. (10 hrs./mo. during securities trading hours.) (2) Independent Agent, sales and service of fixed insurance products. (3) 127 N. Walnut Street Partners, LLC, Owner, real estate, day to day management of building (commercial units), start date: 7/2015, 4 hrs./mo. during non-securities trading hours. (4) Premier Place Investors, LLC, Owner, real estate, day to day management of building (residential units), start date: 7/2015, 4 hrs./mo. (5)Village of Itasca, Itasca IL, Bd. Member, start date: 05/2019, 10 hrs./mo., 2500 compensation/yr.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-19 |
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