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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-05 |
| AR | RA | APPROVED | 2024-04-25 |
| VA | RA | APPROVED | 2024-04-16 |
| AL | RA | APPROVED | 2024-04-12 |
| GA | RA | APPROVED | 2024-04-11 |
| NJ | RA | APPROVED | 2023-12-20 |
| MS | RA | APPROVED | 2023-11-15 |
| NM | RA | APPROVED | 2023-01-26 |
| IL | RA | APPROVED | 2023-01-03 |
| SC | RA | APPROVED | 2022-11-30 |
| OK | RA | APPROVED | 2018-08-30 |
| AZ | RA | APPROVED | 2017-05-11 |
| MN | RA | APPROVED | 2014-01-17 |
| TX | RA | APPROVED | 2012-01-30 |
Branch Locations
2570 Justin Road, Fm 407 Suite #210, Highland Village, TX 75077 • 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 |
|---|---|---|---|---|
| A.L. Williams | Hurst | TX | 01/1987 | Present |
| Centaurus Financial, Inc. | Copper Canyon | TX | 06/1996 | Present |
EQIS CAPITAL MANAGEMENT, INVESTMENT RELATED, 1000 4TH STREET, SUITE #650, SAN RAFAEL, CA 94901, WEALTH MANAGEMENT PLATFORM FOR FINANCIAL ADVISORS, BOARD OF ADVISORS, SINCE 3/1/2016, DEVOTED TIME IS 1 HRS A MONTH, TO PROVIDE STRATEGIC GUIDANCE TO THE EXECUTIVE MANAGEMENT TEAM ABOUT THE DEVELOPMENT OF THE COMPANY, PROVIDE OVERVIEWS OF MAJOR TRENDS OR DISCONTINUITIES IN THE COMPETITIVE ENVIRONMENT OF WHICH MANAGEMENT AND THE BOARD SHOULD BE AWARE. FORESIGHT EDUCATION LLC, NON-INVESTMENT RELATED, 2221 JUSTIN RD., #119-249, FLOWER MOUND, CA 75028, I AM AUTHOR OF THE BOOK AND MY WIFE OWNS FORESIGHT EDUCATION LLC, CONSULTANT, CONSULT WITH REPRESENTATIVE AND UPDATE THE BOOK ONCE EACH YEAR, SINCE 8/15/2012, DEVOTE TIME IS 5 HRS A MONTH. MORRISON FINANCIAL, BRANDING PURPOSES ONLY, OWNER, SINCE 4/13/2011, SALE OF FIXED INSURANCE, DEVOTED TIME IS 2 HRS A MONTH, NON-INVESTMENT RELATED. BROOKHAVEN COLLEGE, ADJUNCT PROFESSOR, SINCE 9/1/2009, 3939 VALLEY VIEW LANE, FARMERS BRANCH, TX 75244, TEACH RETIREMENT CLASSES, 8 DAYS EACH YEAR, DEVOTED TIME IS 2 HRS A MONTH, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-05 |
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