Margaret Kelly

Current Employers

Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-03-25

CA RA
APPROVED

Since 2024-03-25

Branch Locations

360 Kiely Boulevard Suite #240, San Jose, CA 95129 • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Centaurus Financial Inc.	Anaheim	CA	02/2023	Present
Kelly And Associates	San Jose	CA	06/2011	Present

02/2023 → Present

Centaurus Financial Inc.

Anaheim, CA
06/2011 → Present

Kelly And Associates

San Jose, CA

Other Businesses

1. KELLY AND ASSOCIATES,360 KIELY BLVD, STE 240, SAN JOSE, CA 95129,NON-INVESTMENT RELATED, DBA FOR BRANDING PURPOSES ONLY. 2. KELLY AND ASSOCIATES, , 360 KIELY BLVD, STE 240, SAN JOSE, CA 95129, NON-INVESTMENT RELATED, TAX PREPARE/ENROLLED AGENT, SINCE 2011, DEVOTED TIME 160 HOURS A MONTH, TAX PREPARATION. 2. THE MICHAEL J. KELLY JR. AND YOLANDA A. KELLY CHARITABLE FOUNDATION POSITION: CFO NATURE: The Michael J. Kelly Jr. and Yolanda A. Kelly Charitable Foundation will be in the business of donating to various charities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/11/2024 ADDRESS: 360 Kiely Boulevard, Ste 240, San Jose CA 95129, United States DESCRIPTION: As CFO of this charitable foundation, I will be assisting in making donations to various organized charities and facilitating everyday tasks.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-23

S66 Uniform Combined State Law Examination

2024-03-23

Other Names

Peggy Kelly

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