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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • NM RA
    APPROVED
    Since 2023-05-26
  • AZ RA
    APPROVED
    Since 2023-05-01
  • WA RA
    APPROVED
    Since 2022-09-21
  • NY RA
    APPROVED
    Since 2022-05-05
  • NV RA
    APPROVED
    Since 2020-10-05
  • CO RA
    APPROVED
    Since 2020-04-13
  • OR RA
    APPROVED
    Since 2019-04-12
  • CA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-09-11
  • S66 Uniform Combined State Law Examination
    1998-09-11

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