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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-09-09 |
| OR | RA | APPROVED | 2023-07-12 |
| NY | RA | APPROVED | 2021-11-01 |
| FL | RA | APPROVED | 2019-12-09 |
| HI | RA | APPROVED | 2018-03-09 |
| CA | RA | APPROVED | 2018-02-23 |
| MO | RA | APPROVED | 2018-02-23 |
| WI | RA | APPROVED | 2018-02-23 |
Branch Locations
Westlake Village, CA • United States
9870 Research Drive, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Juan Financial, Ltd | San Juan Capristrano | CA | 01/2005 | Present |
| The Perfect Kup | Tustin | CA | 06/2001 | Present |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | Present |
| Financial West Group | Westlake Village | CA | 11/2011 | 08/2017 |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2018 | Present |
Owner, San Juan Financial; 31726 Rancho Viejo Rd., Ste. 215, San Juan Capistrano, CA 92675; Non Investment related. Accounting Tax Preparation; Book keeping. Represent clients before the IRS and other government agencies, prepare taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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