Dennis John Ibold

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2016-03-22
OH	RA	APPROVED	2016-03-22

NE RA
APPROVED

Since 2016-03-22
OH RA
APPROVED

Since 2016-03-22

Branch Locations

401 South Street Building 2B, Chardon, OH 44024 • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Centaurus Financial Inc.	Anaheim	CA	03/2016	Present

03/2016 → Present

Centaurus Financial Inc.

Anaheim, CA

Previous Registrations

2009-06-29 → 2016-03-18

Lpl Financial Llc

Chardon, OH

San Diego, CA

Chardon, OH
2008-01-01 → 2009-07-10

Wells Fargo Clearing Services, Llc

Chardon, OH
2004-09-01 → 2008-01-01

A. G. Edwards & Sons, Inc.

Chardon, OH

St. Louis, MO

Chardon, OH

Other Businesses

Ibold Wealth Management, non-investment related, 401 South Street, Building 2B, Chardon, OH 44024, DBA for branding and marketing purposes only, financial advisor, since 3/8/2019.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-27

S66 Uniform Combined State Law Examination

2004-08-27

View on SEC IAPD