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Timothy David Mcvey

Centaurus Financial, Inc.

Huntington Beach, CA

CRD 1535662

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Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Centaurus Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-29
NY RA APPROVED 2026-01-23
MA RA APPROVED 2026-01-07
IL RA APPROVED 2025-01-06
OR RA APPROVED 2024-01-31
KY RA APPROVED 2023-01-26
MD RA APPROVED 2023-01-26
MI RA APPROVED 2023-01-26
SC RA APPROVED 2023-01-26
TX RA APPROVED_RES 2022-07-05
NM RA APPROVED 2022-04-05
GA RA APPROVED 2021-12-06
HI RA APPROVED 2021-06-29
TN RA APPROVED 2021-02-18
NE RA APPROVED 2021-01-08
ID RA APPROVED 2018-01-10
NC RA APPROVED 2018-01-03
WA RA APPROVED 2017-01-05
FL RA APPROVED 2014-03-31
OH RA APPROVED 2014-03-19
AK RA APPROVED 2013-02-25
NV RA APPROVED 2012-12-17
AZ RA APPROVED 2012-02-06
KS RA APPROVED 2012-01-28
VA RA APPROVED 2011-02-08
CA RA APPROVED 2004-09-01
  • IN RA
    APPROVED
    Since 2026-07-29
  • NY RA
    APPROVED
    Since 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-07
  • IL RA
    APPROVED
    Since 2025-01-06
  • OR RA
    APPROVED
    Since 2024-01-31
  • KY RA
    APPROVED
    Since 2023-01-26
  • MD RA
    APPROVED
    Since 2023-01-26
  • MI RA
    APPROVED
    Since 2023-01-26
  • SC RA
    APPROVED
    Since 2023-01-26
  • TX RA
    APPROVED_RES
    Since 2022-07-05
  • NM RA
    APPROVED
    Since 2022-04-05
  • GA RA
    APPROVED
    Since 2021-12-06
  • HI RA
    APPROVED
    Since 2021-06-29
  • TN RA
    APPROVED
    Since 2021-02-18
  • NE RA
    APPROVED
    Since 2021-01-08
  • ID RA
    APPROVED
    Since 2018-01-10
  • NC RA
    APPROVED
    Since 2018-01-03
  • WA RA
    APPROVED
    Since 2017-01-05
  • FL RA
    APPROVED
    Since 2014-03-31
  • OH RA
    APPROVED
    Since 2014-03-19
  • AK RA
    APPROVED
    Since 2013-02-25
  • NV RA
    APPROVED
    Since 2012-12-17
  • AZ RA
    APPROVED
    Since 2012-02-06
  • KS RA
    APPROVED
    Since 2012-01-28
  • VA RA
    APPROVED
    Since 2011-02-08
  • CA RA
    APPROVED
    Since 2004-09-01

Branch Locations

16400 Pacific Coast Hwy Suite #206, Huntington Beach, CA 92649 • United States

Disclosures

1 disclosure category 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 No
Employment History
OrganizationCityStateFromTo
Self Employed Downey CA 06/1986 Present
Centaurus Financial, Inc. Orange CA 08/2004 Present
Previous Registrations
  • 2002-01-14 → 2004-09-13
    Mutual Service Corporation
    Long Beach, CA
Other Businesses

REAL ESTATE BROKER; TIM MCVEY; 6700 E. PACIFIC COAST HWY., SUITE #105, LONG BEACH, CA 90803; REAL ESTATE SALES; NON INVESTMENT RELATED; 1 HOUR PER MONTH; START DATE 12-1993. TAX PREPARER; TIM MCVEY; 6700 E. PACIFIC COAST HWY., SUITE #105, LONG BEACH, CA 90803; START DATE 01/1/1982; 60 HOURS PER MONTH; TAX PREPARATION AND TAX PLANNING. INSURANCE AGENT; TIMOTHY MCVEY; 6700 E. PCH, #105, LONG BEACH; 5 HOURS PER MONTH. START DATE 7-9-1982; INVESTMENT RELATED; SALES OF FA, UL, DISABILITY AND TERM INSURANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-07-21
  • S63 Uniform Securities Agent State Law Examination
    1987-07-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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