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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2019-08-05 |
| GA | RA | APPROVED | 2012-02-14 |
| FL | RA | APPROVED | 2012-01-13 |
| AL | RA | APPROVED | 2008-12-04 |
Branch Locations
4000 Eagle Point Corporate Drive, Birmingham, AL 35242 • United States
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 Finanical, Inc. | Orange | CA | 11/2008 | Present |
EQUITRUST, NON-INVESTMENT RELATED, 4000 EAGLE POINT CORP. DIRVE, BIRMINGHAM, AL 35242, SALE OF FIXED INSURANCE AND/OR FIXED ANNUITIES, AGENT, SINCE 7/1/2013, DEVOTED TIME IS 3 HRS A MONTH, SALES. CARPENTER FINANCIAL SERVICES, NON-INVESTMENT RELATED, 4000 EAGLE POINT CORPORATE DR., BIRMINGHAM, AL 35242, DBA FOR BRANDING PURPOSES ONLY, OWNER, SINCE 1/2/2007. AGENT, WESTERN RESERVE LIFE, 4000 EAGLE POINT COPORATE DR., BIRMINGHAM, AL 35242. NON INVESTMENT RELATED SINCE 01/2005 AND I SPEND APPROX. ONE HOUR PER MONTH ON THIS ACTIVITY. FIXED & TERM LIFE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-12-05 |
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