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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-09 |
| CA | RA | APPROVED | 2021-03-04 |
| TX | RA | APPROVED_RES | 2020-09-29 |
| IN | RA | APPROVED | 2017-10-18 |
| MI | RA | APPROVED | 2017-09-20 |
| FL | RA | APPROVED | 2017-09-19 |
| IL | RA | APPROVED | 2017-09-19 |
| KY | RA | APPROVED | 2017-09-18 |
Branch Locations
230 2Nd Street Suite #500, Henderson, KY 42420 • United States
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 |
|---|---|---|---|---|
| H.BEck, Inc. | Rockville | MD | 05/2011 | 09/2017 |
| Centaurus Financial Inc. | Anaheim | CA | 09/2017 | Present |
1. BLUEGRASS MANAGEMENT CONSULTANTS LLC, INVESTMENT RELATED, 230 2ND ST., SUITE #501, HENDERSON, KY 42420, OWN RENTAL PROPERTY, MEMBER, SINCE 9/1/2018, DEVOTED TIME IS ONE HOUR A MONTH, PASSIVE RENTAL PROPERTY OWNERSHIP. 2. WEALTH & HEALTH, LLC, NON-INVESTMENT RELATED, 230 2ND ST., SUITE #500, HENDERSON, KY 42420, PAYROLL AND TAXES, DEVOTED TIME IS <1 HOUR A MONTH. 3. LIFE PLAN TAX SOLUTIONS, NON-INVESTMENT RELATED, SEBREE, KY 42455, TAX PLANNING, MEMBER, SINCE 9/21/2021, MEMBER OF LLC AND ADMINISTRATIVE ONLY AT THIS TIME. 4. LIFE PLAN INVESTMENTS LLC POSITION: owner NATURE: dba for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2011 ADDRESS: 230 2nd Street, Suite 500, Henderson KY 42420, United States DESCRIPTION: dba for branding purposes only 5. WEALTHY AND HEALTHY LLC(DBA LIFE PLAN BUSINESS SOLUTIONS) POSITION: Member NATURE: bookkeeping, tax and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2018 ADDRESS: 230 2nd Street, Ste. 500, Henderson KY 42420, United States DESCRIPTION: member of LLC 6. LIFE PLAN INSURANCE SOLUTIONS LLC POSITION: Member NATURE: Branding purposes only for insurance sales through CFI. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 143 Ashby Ln, Sebree KY 42455, United States DESCRIPTION: Member of LLC. Administrative only. 7. LIFE PLAN PROPERTIES LLC POSITION: Member NATURE: LLC created to own office building. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 143 Ashby Lane, SEBREE KY 42455, United States DESCRIPTION: Member of LLC only. Zero hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-21 |
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