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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-05-15 |
| AL | RA | APPROVED | 2026-01-27 |
| MO | RA | APPROVED | 2024-12-19 |
| IN | RA | APPROVED | 2024-09-24 |
| OR | RA | APPROVED | 2024-07-09 |
| LA | RA | APPROVED | 2024-04-22 |
| UT | RA | APPROVED | 2024-03-28 |
| WI | RA | APPROVED | 2024-03-04 |
| IL | RA | APPROVED | 2023-09-29 |
| MT | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED_RES | 2023-04-19 |
| NJ | RA | APPROVED | 2022-08-02 |
| HI | RA | APPROVED | 2022-07-26 |
| NV | RA | APPROVED | 2022-03-21 |
| OH | RA | APPROVED | 2022-03-21 |
| CO | RA | APPROVED | 2022-02-02 |
| AZ | RA | APPROVED | 2021-12-22 |
| MI | RA | APPROVED | 2021-10-19 |
| WA | RA | APPROVED | 2021-09-29 |
| NY | RA | APPROVED | 2021-07-19 |
| MN | RA | APPROVED | 2021-04-05 |
| CA | RA | APPROVED | 2019-05-29 |
Branch Locations
9870 Research Drive, Irvine, CA 92618 • United States
Westlake Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coles Capital Mgmt. | Irvine | CA | 06/2018 | Present |
| Corky's Kitchen & Bakery | Ladera Ranch | CA | 06/2017 | 09/2017 |
| Corky's Kitchen & Bakery | Ladera Ranch | CA | 06/2013 | 09/2016 |
| Centaurus Financial Inc. | Anaheim | CA | 09/2018 | Present |
| Bj's Restaurant And Brewhouse | Laguna Hills | CA | 12/2015 | 09/2016 |
| California Polytechnic State University, San Luis Obispo | San Luis Obispo | CA | 09/2016 | 06/2018 |
Coles Capital Mgmt., non-investment related, 9870 Research Drive, Irvine, CA 92618, admin., since 12/2017, administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-28 |
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