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Account
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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-03 |
| OH | RA | APPROVED | 2026-06-02 |
| MN | RA | APPROVED | 2026-03-17 |
| WI | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-03-12 |
| WA | RA | APPROVED | 2026-01-29 |
| FL | RA | APPROVED | 2025-11-12 |
| WV | RA | APPROVED | 2025-08-22 |
| AZ | RA | APPROVED | 2025-08-04 |
| NJ | RA | APPROVED | 2024-12-09 |
| LA | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED_RES | 2024-10-01 |
| GA | RA | APPROVED | 2024-08-08 |
| VA | RA | APPROVED | 2024-08-06 |
| MT | RA | APPROVED | 2024-07-25 |
| PA | RA | APPROVED | 2024-05-20 |
| CA | RA | APPROVED | 2019-08-22 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 03/2018 | Present |
| Footprints Behavioral Health | Mission Viejo | CA | 05/2017 | 03/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 09/2018 | Present |
| California State University, Long Beach | Long Beach | CA | 08/2015 | 05/2017 |
1. CGM Risk Management, non-investment related, 2300 E. Katella Ave., Suite #200, Anaheim, CA 92806, property and casualty insurance, agent, since 6/6/2019, devoted time is one hour a month, run insurance quotes for home and auto. 2. SWAN LAKE WEALTH POSITION: Financial Advisor NATURE: Marketing purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 2300 E. Katella Ave, Suite 200, Anaheim CA 92806, United States DESCRIPTION: Marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
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