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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-22 |
Branch Locations
1030 S University Park Blvd Ste #2, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Reno | NV | 11/2021 | 11/2023 |
| Gravitate Wealth | Clearfield | UT | 11/2023 | Present |
| Herdt Brinkerhoff | Clearfield | UT | 04/2019 | 11/2021 |
| Vivint Smart Home | Logan | UT | 07/2020 | 05/2021 |
| The Cutting Edge Professional Lawn Care | Syracuse | UT | 05/2020 | 07/2020 |
| Smiths Food And Drug | West Point | UT | 11/2018 | 05/2019 |
| Syracuse Recreation Center | Syracuse | UT | 09/2017 | 09/2018 |
| Unemployed | Syracuse | UT | 01/2014 | 09/2017 |
| Full-Time Student | Syracuse & Logan | UT | 01/2014 | 08/2021 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2024 | Present |
1. BRINKERHOFF FINANCIAL GROUP, LLC DBA HERDT BRINKERHOFF, 1366 LEGEND HILLS DRIVE SUITE 150 CLEARFIELD UT 84015, FOR BRANDING PURPOSES ONLY (2) HB RISK MANAGEMENT, 1366 LEGEND HILLS DRIVE SUITE 150 CLEARFIELD UT 84015, OBA FOR FIXED P&C MEDICARE, INSURANCE SALES UNDER SEPARATE NON-CFI E&O POLICY 2. BRINKERHOFF FINANCIAL GROUP, LLC DBA HB RISK MANAGEMENT AND GRAVITATE RISK MANAGEMENT POSITION: Agent/Support Staff NATURE: See above. I am an agent in the agency we run, but do not write any business under my own insurance license. All business is run through John Brinkerhoff and Steven Hamblin, the other reps/agents in our branch INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84015, United States DESCRIPTION: ENTITY CONDUCTS PROPERTY & CASUALTY AND MEDICARE INSURANCE BUSINESS. INDIVIDUAL IS AN AGENT. DEVOTES APPROX. 20 HOURS PER MONTH. RESPONSIBILITIES INCLUDE STRATEGIC CLIENT GUIDANCE ON ASSET PROTECTION IN THE CONTEXT OF BROADER FINANCIAL PLANNING. 3. BRINKERHOFF FINANCIAL GROUP LLC DBA HERDT BRINKERHOFF AND/OR GRAVITATE WEALTH POSITION: Registered Assistant NATURE: See above. DBA for CFI securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2023 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84075, United States DESCRIPTION: This is purely a DBA for securities business conducted through CFI. I am currently a Registered Assistant in Branch Office #5140. 4. OFFICE OF LT. GOVERNOR, STATE OF UTAH POSITION: Notary Public NATURE: Notarial acts as permitted by law INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 2118 S 1350 W, Syracuse UT 84075, United States DESCRIPTION: NOTORIAL ACTS AS PERMITTED BY LAW
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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