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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
| NM | RA | APPROVED | 2024-09-27 |
| AZ | RA | APPROVED | 2024-09-26 |
| CA | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-09-23 |
| WA | RA | APPROVED | 2024-09-23 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
8753 E. Bell Road Suite #101, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 01/2018 | 07/2020 |
| Kyrene School District | Tempe | AZ | 01/2013 | 05/2017 |
| Unemployed | N/A | AZ | 05/2017 | 01/2018 |
| Clark & Associates Financial Services, Pllc | Scottsdale | AZ | 01/2018 | 07/2020 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2020 | Present |
1. HOLLAR FINANCIAL GROUP LLC POSITION: Managing Member NATURE: DBA/The entity was setup to run office expenses thru. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 8753 E. Bell Road, Suite #101, Scottsdale AZ 85260, United States DESCRIPTION: I am the sole member of this LLC and solely responsible for its day to day activity. 2. SPIVAK FINANCIAL GROUP POSITION: n/a NATURE: DBA for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2024 ADDRESS: 8753 E. Bell Road, Suite #101, Scottsdale AZ 85260, United States DESCRIPTION: DBA for branding purposes only 3. ARIZONA INTERSCHOLASTIC ASSOCIATION POSITION: independent contractor NATURE: youth soccer INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: 5742 W Gary Dr, Chandler AZ 85226, United States DESCRIPTION: referee soccer games for pay (1099)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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