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Stephen Edward Bohan

Centaurus Financial, Inc.

Guilford, CT

Leesburg, VA

CRD 2101383

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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

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-29
OH RA APPROVED 2024-02-28
VT RA APPROVED 2023-09-01
RI RA APPROVED 2022-04-11
MA RA APPROVED 2018-11-14
CT RA APPROVED 2015-01-02
  • CO RA
    APPROVED
    Since 2025-10-29
  • OH RA
    APPROVED
    Since 2024-02-28
  • VT RA
    APPROVED
    Since 2023-09-01
  • RI RA
    APPROVED
    Since 2022-04-11
  • MA RA
    APPROVED
    Since 2018-11-14
  • CT RA
    APPROVED
    Since 2015-01-02

Branch Locations

34 York Street Suite #1, Guilford, CT 06437 • United States

540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centaurus Financial Inc. Anaheim CA 02/2011 Present
Other Businesses

1. S.E. BOHAN FINANCIAL GROUP, LLC, NON-INVESTMENT RELATED, 34 YORK STREET, SUITE #1, GUILFORD, CT 06437, DBA, OWNER, SINCE 1/1/1994. 2. S.E. BOHAN FINANCIAL GROUP, LLC, NON-INVESTMENT RELATED, 34 YORK STREET, SUITE #1, GUIFORD, CT 06437, SALE AND MARKETING OF FIXED INSURANCE AND/OR FIXED ANNUITIES, DISABILITY, HEALTH AND LTC INSURANCE, OWNER, SINCE 1/1/1990, DEVOTED TIME IS 20 HRS A MONTH, SALES AND SERVICE OF NEW AND EXISTING ACCOUNTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-26
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S65 Uniform Investment Adviser Law Examination
    2014-11-26
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06

View on SEC IAPD

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