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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapin-Irmo Recreational Facilities | Chapin | SC | 09/2016 | 05/2020 |
| Miso Sushi | Chapin | SC | 05/2017 | 08/2017 |
| Publix | Columbia | SC | 06/2020 | 08/2022 |
| Target | Lexington | SC | 09/2022 | 05/2023 |
| Cola Wealth Advisors | Lexington | SC | 05/2023 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2026 | Present |
| Spring Hill High School | Chapin | SC | 02/2016 | 09/2016 |
1. Mantei and Associates, non-investment related, 4580 Sunset Blvd. Lexington, SC 29072, DBA for branding purposes only. 2. Cola Wealth Advisors, non-investment related. 4580 Sunset Blvd. Lexington, SC 29072, DBA for branding purposed only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-02 |
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