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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-05 |
| WA | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2026-01-02 |
| AR | RA | APPROVED | 2025-01-29 |
| ID | RA | APPROVED | 2024-02-14 |
Branch Locations
3509 W. Bavaria Street Suite #102, Eagle, ID 83616 • United States
162 E. Hayden Ave., Hayden, ID 83835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 01/2024 | Present |
| Fedex | Ribgy | ID | 02/2023 | 08/2023 |
| Walmart | Rexburg | ID | 11/2022 | 02/2023 |
| Black Mountain Construction | Idaho Falls | ID | 11/2020 | 11/2022 |
| Alpha Iii Wealth Management | Eagle | ID | 08/2023 | Present |
| East Idaho Cash For Electronics | Idaho Falls | ID | 08/2020 | 11/2020 |
| Byu Idaho Support Center | Rexbury | ID | 08/2019 | 08/2020 |
| The Church Of Jesus Christ Of Later Day Saints | Tucson | AZ | 08/2017 | 08/2019 |
| Central Atlantic Llc | Idaho Falls | ID | 11/2016 | 08/2017 |
| Carl's Jr. | Idaho Falls | ID | 10/2015 | 11/2016 |
1. ALPHA III WEALTH MANAGEMENT, LLC POSITION: Wealth Advisor NATURE: This is a DBA for branding and marketing purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3509 W Bavaria St, STE 102, Eagle ID 83616, United States DESCRIPTION: This is a DBA for branding and marketing purposes only. 2. APEX FINANCIAL ADVISING LLC POSITION: Owner NATURE: Term, disability and life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3509 W Bavaria St, STE 102, Eagle ID 83616, United States DESCRIPTION: Term, disability and life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
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