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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED_RES | 2019-02-01 |
| OR | RA | APPROVED | 2019-01-28 |
| MN | RA | APPROVED | 2018-06-17 |
| CA | RA | APPROVED | 2005-07-11 |
Branch Locations
2900 Bristol Street Suite #A-107, Costa Mesa, CA 92626 • 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 07/2005 | Present |
1. PRESIDENT, PINNACLE FINANCIAL RESOURCES-WEALTH MANAGEMENT, 2900 BRISTOL ST., #A-107, COSTA MESA, CA 92626. NON INVESTMENT RELATED SINCE 01/2011. DBA FOR BRANDING PURPOSES ONLY. 2. INSTRUCTOR, SANTIAGO CANYON COLLEGE, 2900 BRISTOL ST., #A-107, COSTA MESA, CA 92626. NON INVESTMENT RELATED SINCE 01/2011 AND I SPEND APPROX. 8 HOURS PER MONTH ON THIS ACTIVITY. I TEACH RETIREMENT PLANNING AT LOCAL COLLEGE. 3. UNITED HEALTH CARE, NON-INVESTMENT RELATED, 9900 BREN RD., EAST, SUITE #300W, MINNETONKA, MN 55343, MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENT SALES, INDEPENDENT SALES, SINCE 3/30/2021, DEVOTED TIME IS 5 HOURS A MONTH. 4. WATERS AT CREEKSIDE POSITION: Board Member at Large NATURE: Board member of Homeowners Association NON-INVESTMENT RELATED. START DATE: 01/02/2023 ADDRESS: 2900 Bristol St., Costa Mesa CA 92626, United States DESCRIPTION: Board member of Homeowners Association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-15 |
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