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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-09 |
| SD | RA | APPROVED | 2023-08-03 |
| AZ | RA | APPROVED | 2023-05-15 |
| CT | RA | APPROVED | 2022-07-27 |
| MA | RA | APPROVED | 2021-05-03 |
| FL | RA | APPROVED | 2021-02-01 |
| ID | RA | APPROVED | 2021-01-15 |
| KY | RA | APPROVED | 2020-10-06 |
| CA | RA | APPROVED | 2015-05-14 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
4040 Civic Center Dr Suite #200, San Rafael, CA 94903 • United States
4040 Civic Center Dr Suite #200, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-11 |
Branch Locations
4040 Civic Center Dr Suite #200, San Rafael, CA 94903 • United States
3 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 Financial, Inc. | Orange | CA | 05/1999 | Present |
| Financial Concepts Unlimited, Inc. | Larkspur | CA | 05/1999 | Present |
FINANCIAL CONCEPTS UNLIMITED, INC., INVESTMENT RELATED, 900 LARKSPUR LANDING CIRCLE, SUITE #230, LARKSPUR, CA 94939, OUTSIDE REGISTERED INVESTMENT ADVISOR, PRESIDENT, SINCE 1/1/1997.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-09 |
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