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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-05 |
| NV | RA | APPROVED | 2020-10-05 |
| AZ | RA | APPROVED | 2019-05-20 |
| WA | RA | APPROVED | 2019-04-17 |
| FL | RA | APPROVED | 2018-10-16 |
| OR | RA | APPROVED | 2018-02-13 |
| MT | RA | APPROVED | 2015-01-29 |
| UT | RA | APPROVED | 2015-01-29 |
| ID | RA | APPROVED | 2015-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc | Orange | CA | 01/2006 | Present |
C&C BOOKS LLC, NON-INVESTMENT RELATED, 494 NORTH MERIDIAN, BLACKFOOT, IDAHO 83221, SELL BOOKS, OWNER/PARTNER, SINCE 2/1/2012, DEVOTE TIME IS 12 HRS A MONTH, WRITE BOOKS AND PROMOTING. CAROL HOLM FINANCIAL, ADVISOR, SINCE 9/1/2004, BLACKFOOT, ID 83221, NON-VARIABLE LIFE INSURANCE AND ANNUITIES SALES, DEVOTED TIME IS 4 HR A MONTH, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-11 |
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