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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-04 |
| NY | RA | APPROVED | 2026-03-25 |
| VA | RA | APPROVED | 2026-03-10 |
| MA | RA | APPROVED | 2025-07-03 |
| MO | RA | APPROVED | 2024-07-18 |
| FL | RA | APPROVED | 2024-05-20 |
| NV | RA | APPROVED | 2024-05-20 |
| NM | RA | APPROVED | 2024-05-20 |
| KY | RA | APPROVED | 2024-05-17 |
| OR | RA | APPROVED | 2024-05-17 |
| WA | RA | APPROVED | 2024-05-17 |
| WY | RA | APPROVED | 2024-05-17 |
| SD | RA | APPROVED | 2022-12-07 |
| PA | RA | APPROVED | 2022-04-20 |
| LA | RA | APPROVED | 2022-01-13 |
| OH | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED | 2020-09-22 |
| CA | RA | APPROVED | 2019-08-05 |
| MT | RA | APPROVED | 2019-03-15 |
| ID | RA | APPROVED | 2019-01-03 |
| AZ | RA | APPROVED | 2015-08-18 |
| CO | RA | APPROVED | 2015-08-05 |
| UT | RA | APPROVED | 2015-08-05 |
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 |
|---|---|---|---|---|
| University Of Utah | Salt Lake City | UT | 05/2010 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2015 | Present |
1.BRINKERHOFF FINANCIAL GROUP, LLC DBA HERDT BRINKERHOFF OR HB RISK MANAGEMENT OR HB RISK MGMT OR GRAVITATE WEALTH OR GRAVITATE RISK MANAGEMENT OR GRAVITATE RISK MGMT POSITION: MANAGING MEMBER, OWNER AGENT, GA NATURE: BRINKERHOFF FINANCIAL GROUP, LLC will DBA as HERDT BRINKERHOFF or HB RISK MANAGEMENT or GRAVITATE WEALTH or GRAVITATE RISK MANAGEMENT for purposes of conducting fixed insurance business (primarily property and casualty business) and medicare/medicare supplement policies. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2017 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84015, United States DESCRIPTION: Strategically advise clients on their asset protection per their liability limits while I supervise the day-to-day effort of the entity incorporating the efforts of others to drive the day-to-day operations of the agency. Would also advise prospects and clients on their Medicare/Medicare Supplement options. 2.HB RISK MANAGEMENT OR GRAVITATE RISK MANAGMENT (HTTPS://AFFORDABLEAMERICANINSURANCE.COM/HB-RISK-MANAGEMENT/) POSITION: Principal Agent NATURE: Independent Property & Casualty Agency formerly disclosed but listed here to add disclosure of website for entity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84015, United States DESCRIPTION: Assess asset protection and liability limits of client's current strategy and refer them to our, independent, in-house entity for a quote if proper limits or protection appear to be needed. Otherwise, my involvement is fairly minimal. 3.OFFICE OF LT. GOVERNOR, STATE OF UTAH POSITION: Notary Public NATURE: Notorial acts as permitted by law. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 2118 S 1350 W, Syracuse UT 84075, United States DESCRIPTION: Provide notorial acts as permitted by law.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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