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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-24 |
| WA | RA | APPROVED | 2026-08-11 |
| ID | RA | APPROVED | 2026-08-10 |
| CO | RA | APPROVED | 2024-01-03 |
| IL | RA | APPROVED | 2021-09-03 |
| CT | RA | APPROVED | 2021-02-25 |
| CA | RA | APPROVED | 2015-02-19 |
Branch Locations
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
Newport Beach, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc | Anaheim | CA | 02/2015 | Present |
| Hobert Wealth Management | Newport Beach | CA | 06/2012 | Present |
HOBERT WEALTH MANAGEMENT POSITION: Hobert Wealth Management NATURE: The DBA is for branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 23 Corporate Plaza Drive, Suite 150, Newport Beach CA 92660, United States DESCRIPTION: The DBA is for branding purposes only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-30 |
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