DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

JERAN SCOTT VAN ALFEN

Advisor at CENTERED FINANCIAL

Carlsbad, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5342123-ec4e-9b4a-15b0-be07549a589f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CENTERED FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 19, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 19, 2004
First registration: Mar 7, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 4800106

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CENTERED FINANCIAL	State registered	Jul 16, 2019	n/a	yes	Carlsbad, CA	Current employment
SEASIDE WEALTH MANAGEMENT, INC.	Independent wealth	Nov 28, 2018	Aug 6, 2019	no	Carlsbad, CA	Previous registration
ANCHOR BAY CAPITAL, INC.	Independent wealth	Aug 18, 2015	Sep 14, 2018	no	CARLSBAD, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 6, 2013	Aug 19, 2015	no	SALT LAKE CITY, UT	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Mar 7, 2013	Dec 6, 2013	no	KAYSVILLE, UT\|OGDEN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEASIDE WEALTH MANAGEMENT, INC.	CENTERED FINANCIAL	Aug 6, 2019	Jul 16, 2019	-21	Firm change	RIA to state RIA
ANCHOR BAY CAPITAL, INC.	SEASIDE WEALTH MANAGEMENT, INC.	Sep 14, 2018	Nov 28, 2018	75	Firm change	RIA to RIA
EQUITABLE ADVISORS, LLC	ANCHOR BAY CAPITAL, INC.	Aug 19, 2015	Aug 18, 2015	-1	Firm change	Other
EAGLE STRATEGIES LLC	EQUITABLE ADVISORS, LLC	Dec 6, 2013	Dec 6, 2013	0	Firm change	Other

Relationships

Registered with (5)

→ CENTERED FINANCIALRegistered adviserregistration: current employment
Jul 16, 2019 to presentfactForm ADV
→ SEASIDE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 28, 2018 to Aug 6, 2019factForm ADV
→ ANCHOR BAY CAPITAL, INC.Registered adviserregistration: previous registration
Aug 18, 2015 to Sep 14, 2018factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 6, 2013 to Aug 19, 2015factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Mar 7, 2013 to Dec 6, 2013factForm ADV

Dated events

No dated event names this entity yet.