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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-09 |
| ND | RA | APPROVED | 2021-07-19 |
| MN | RA | APPROVED | 2021-07-15 |
| SD | RA | APPROVED | 2021-01-27 |
| OR | RA | APPROVED | 2021-01-25 |
| NV | RA | APPROVED | 2019-01-22 |
| ID | RA | APPROVED | 2019-01-15 |
| WY | RA | APPROVED | 2019-01-15 |
| CA | RA | APPROVED | 2019-01-14 |
| CO | RA | APPROVED | 2019-01-11 |
| TX | RA | APPROVED_RES | 2019-01-11 |
| AZ | RA | APPROVED | 2019-01-10 |
| UT | RA | APPROVED | 2018-12-20 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • 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. | Anaheim | CA | 03/2012 | 03/2018 |
| Ameriprise Financial Services Inc | Draper | UT | 03/2018 | 12/2018 |
| Centaurus Financial, Inc. | Anaheim | CA | 12/2018 | Present |
1. CONTRACTOR, INTEREST INSURANCE, 12339 S. 800 EAST STREET, #101A, DRAPER, UT 84020. SALES OF HEALTH INSURANCE, NON INVESTMENT RELATED SINCE 04/2018 AND I SPEND APPROX. 3 HOURS PER MONTH ON THIS ACTIVITY. 2. CORNER CANYON FINANCIAL SERVICES POSITION: Manager NATURE: DBA for branding and marketing purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 136 W. 12300 S., Suite #201, Draper UT 84020, United States DESCRIPTION: DBA for branding and marketing purposes 3. BUSINESS CONSULTING POSITION: self NATURE: When clients are selling a business, I connect them with a business broker and receive a finder's fee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 136 w 12300 s, draper UT 84020, United States DESCRIPTION: When clients are selling a business, I connect them with a business broker and receive a finder's fee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-15 |
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