JB
John Allan Taylor Brinkerhoff
CENTAURUS FINANCIAL
Clearfield, UT 84015
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CRD#: 7832152
JB
Professional summary
John Allan Taylor Brinkerhoff, who also goes by Taylor Brinkerhoff, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Clearfield, Utah.
John Allan Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. John Allan Taylor has worked at 1 firm and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Brinkerhoff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BRINKERHOFF FINANCIAL GROUP, LLC DBA HERDT BRINKERHOFF, 1366 LEGEND HILLS DRIVE SUITE 150 CLEARFIELD UT 84015, FOR BRANDING PURPOSES ONLY (2) HB RISK MANAGEMENT, 1366 LEGEND HILLS DRIVE SUITE 150 CLEARFIELD UT 84015, OBA FOR FIXED P&C MEDICARE, INSURANCE SALES UNDER SEPARATE NON-CFI E&O POLICY 2. BRINKERHOFF FINANCIAL GROUP, LLC DBA HB RISK MANAGEMENT AND GRAVITATE RISK MANAGEMENT POSITION: Agent/Support Staff NATURE: See above. I am an agent in the agency we run, but do not write any business under my own insurance license. All business is run through John Brinkerhoff and Steven Hamblin, the other reps/agents in our branch INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84015, United States DESCRIPTION: ENTITY CONDUCTS PROPERTY & CASUALTY AND MEDICARE INSURANCE BUSINESS. INDIVIDUAL IS AN AGENT. DEVOTES APPROX. 20 HOURS PER MONTH. RESPONSIBILITIES INCLUDE STRATEGIC CLIENT GUIDANCE ON ASSET PROTECTION IN THE CONTEXT OF BROADER FINANCIAL PLANNING. 3. BRINKERHOFF FINANCIAL GROUP LLC DBA HERDT BRINKERHOFF AND/OR GRAVITATE WEALTH POSITION: Registered Assistant NATURE: See above. DBA for CFI securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2023 ADDRESS: 1366 Legend Hills Drive, Suite 150, Clearfield UT 84075, United States DESCRIPTION: This is purely a DBA for securities business conducted through CFI. I am currently a Registered Assistant in Branch Office #5140. 4. OFFICE OF LT. GOVERNOR, STATE OF UTAH POSITION: Notary Public NATURE: Notarial acts as permitted by law INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 2118 S 1350 W, Syracuse UT 84075, United States DESCRIPTION: NOTORIAL ACTS AS PERMITTED BY LAW
CRS (Client Relationship Summary) - RIA
Click below to view John Allan Taylor Brinkerhoff's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Allan Taylor Brinkerhoff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 22, 2024 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 1366 Legend Hills Drive Suite #150, Clearfield, UT 84015RIA
BD
CRD#: 30833
Clearfield, UT
Current
May 30, 2024 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 1366 Legend Hills Drive Suite #150, Clearfield, UT 84015RIA
BD
CRD#: 30833
Clearfield, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Utah(7/19/2024)
IAR
Utah(7/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/30/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTAURUS FINANCIAL, INC.
CRD#: 30833Clearfield, UT 84015TRUST BUT VERIFY
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