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Centaurus Financial, Inc. CRD 30833
$9.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-11-21 |
Branch Locations
818 North Mountain Ave. Suite #200, Upland, CA 91786 • United States
7121 Magnolia Avenue, Riverside, CA 92504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Finanical, Inc. | Orange | CA | 08/2007 | Present |
1. EMPIRE FINANCIAL BENEFITS, INC., INVESTMENT RELATED, RIVERSIDE, CA 92506, FINANCIAL SERVICES, CEO, SINCE 12/16/2016, DEVOTED TIME IS 40 HOURS PER WEEK, RUN THE COMPANY, CLIENT MANAGMENT, PAYROLL, MARKETING AND SALES. 2. EPIC ESTATE PLANS, NON-INVESTMENT RELATED, PO BOX 346, COVINA, CA 91723, IRREVOCABLE LIVING TRUSTS, NETWORKING COUNSELOR, SINCE 1/2/1992, DEVOTED TIME IS HOUR A MONTH, GATHER INFORMATION AND FILL OUT AN EPIC WORKSHEET, THAT LATER ON WILL BE COMPLETED BY THE ATTORNEY. 3. AMERIESTATE LEGAL PLAN, INC. NON-INVESTMENT RELATED, 3525 HYLAND AVE., SUITE #150, COSTA MESA, CA 92626, PREPARATION OF REVOCABLE LIVING TRUST, AGENT, SINCE 3/31/2020, DEVOTED TIME IS 2 HOURS A MONTH, AS AN INDEPENDENT SALES REPRESENTATIVE GENERALLY ASSIST IN THE COMPLETION OF QUESTIONNAIRES AND FOR THE GATHERING OF DEEDS, TAX BILLS, FAMILY AND FINANCIAL INFORMATION NECESSARY FOR THE PROPER COMPLETION OF AN OVERALL ESTATE PLAN.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-11 |
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