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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
8910 Sunset Ave. Suite A, Fair Oaks, CA 95628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Aptos | CA | 01/2016 | 01/2017 |
| Dehaven & Associates Inc | Capitola | CA | 04/2006 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 01/2017 | Present |
1. RETIRE 101, NON-INVESTMENT RELATED, APTOS, CA 95003, DBA IS FOR THE PURPOSE OF MARKETING AND BRANDING, OWNER, SINCE 8/28/2017. 2. DEHAVEN & ASSOCIATES INC., NON-INVESTMENT RELATED, APTOS, CA 95003, SALES OF LIFE AND HEALTH INSURANCE, PRESIDENT, SINCE 3/2005, DEVOTED TIME IS 10 HOURS A MONTH. 3. DEHAVEN & ASSOCIATES INC.,NON-INVESTMENT RELATED, APTOS, CA 95003, MANUFACTURE AUTO PARTS (HOBBY)AND SELL ON EBAY AND WHOLESALE, PRESIDENT, SINCE 1/2008, DEVOTED TIME IS 1 HOUR A MONTH, ASSEMBLE AND SHIP PARTS. 4. DEHAVEN & ASSOCIATES INC., NON-INVESTMENT RELATED, APTOS, CA 95003, SALES OF 2 PUBLISHED BOOKS I WROTE (DEFINING MOMENTS & ADDICT AMONG US) AND PUBLIC SPEAKING ON PRESCRIPTION DRUG ABUSE, PRESIDENT/AUTHOR, SINCE 1/26/2011, BOOKS ARE SOLD IN VARIOUS AREAS AND ON AMAZON AND I ALSO SPEAK PUBLICALLY AT DIFFERENT EVENTS, DEVOTED TIME IS 4 HOURS A MONTH. 5. TRUST PROTECTOR POSITION: Trust Protector NATURE: Trust Protector for CRT as described in section 3:The ability to terminate the Trustee of a CRT and appoint another Trustee if it was determined that the current Trustee was not preforming their duties to the satisfaction of the clients, which could be the involved parties of the CRT, including the beneficiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 8910 SUNSET AVE, SUITE A, FAIR OAKS CA 95628, United States DESCRIPTION: Act as "Trust Protector" for a Charitable Remainder Trust (CRT). I have the ability to terminate the Trustee of a CRT and appoint another Trustee if it was determined that the current Trustee was not preforming their duties to the satisfaction of the clients, which could be the involved parties of the CRT, including the beneficiaries. 6. THEW AND ARANA WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Financial advising, investment related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 05/13/2026 ADDRESS: 8910 SUNSET AVE, SUITE A, FAIR OAKS CA 95628-6591, United States DESCRIPTION: I will be sharing a joint rep code for a partnership with Jerry Thew and Aristo Arana under Centaurus Financial as a Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-21 |
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