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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-05-26 |
| AZ | RA | APPROVED | 2023-05-01 |
| WA | RA | APPROVED | 2022-09-21 |
| NY | RA | APPROVED | 2022-05-05 |
| NV | RA | APPROVED | 2020-10-05 |
| CO | RA | APPROVED | 2020-04-13 |
| OR | RA | APPROVED | 2019-04-12 |
| CA | RA | APPROVED | 2019-01-02 |
Branch Locations
2300 E. Katella Ave. Suite 200, Anaheim, CA 92806 • United States
1120 Second Street Suite #104, Brentwood, CA 94513 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Design Insurance Services | Antioch | CA | 04/2005 | 12/2018 |
| Packerland Brokerage Services Inc | Green Bay | WI | 03/2013 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2019 | Present |
1. Elite Wealth Advisors, non-investment related, 1120 Second St., Suite #104, Brentwood, CA 94513, individual life insurance, long term care, some group health, and fixed annuities, president, since 3/2013 devoted time is 30-40 hours a month, planning for a client using life insurance and other insurance products. 2. MICHAEL A. ELIAS POSITION: Owner NATURE: Introduction/Referral INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/21/2022 ADDRESS: 1120 Second Street, Suite 104, Brentwood CA 94513, United States DESCRIPTION: Making introductions to companies to file for the Employee Retention Credit. The program is how employers can get a refund of up to $26,000 per employee based on PPP received and whether it was forgiven. 3. ELITE WEALTH ADVISORS POSITION: President NATURE: retail sales of disability insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2025 ADDRESS: 1120 Second St, Ste 104, Brentwood CA 94513, United States, DESCRIPTION: retail sales of disability insurance to professionals. IMO's through Centaurus not provide the service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-11 |
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