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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED_RES | 2026-04-07 |
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
360 Kiely Boulevard Suite #240, San Jose, CA 95129 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S2K Financial, Llc | New York | NY | 03/2016 | 03/2017 |
| Centaurus Financial, Inc | Anaheim | CA | 06/2017 | Present |
1. KS REALTY AND FINANCIAL SERVICE INC. POSITION: Partner/Secretary NATURE: S-Corp for Real Estate Agent INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Newport Beach CA 92663, United States DESCRIPTION: Secretary, and bookkeeping 2. TESSERACT WEALTH MANAGEMENT POSITION: Founder NATURE: Disclosing DBA for branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2026 ADDRESS: 18080 Metcalf Ln, Fountain Valley CA 92708, United States DESCRIPTION: Disclosing DBA for branding purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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