John Evan Griz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 07/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2017 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2013-03-07 → 2017-08-04
  Cambridge Investment Research Advisors, Inc.
  Simpsonville, SC
• 2011-10-13 → 2013-02-22
  Waddell & Reed
  Greenville, SC
  Columbia, SC
• 2006-01-04 → 2011-09-06
  Investors Capital Corp.
  Greenville, SC
  Gilford, NH
  Seattle, WA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Hilton Head Island, SC
  Hilton Head Island, SC
  Hilton Head, SC

Other Businesses

UBER, NON-INVESTMENT RELATED, SIMPSONVILLE, SC 29681, I DRIVE MY PERSONAL VEHICLE, DRIVER, SINCE 5/31/2017, DEVOTED TIME IS 15 HOURS A MONTH, I DRIVE PEOPLE FROM POINT A TO B. GLOBAL ASSET GROUP LLC, NON-INVESTMENT RELATED, SIMPSONVILLE, SC 29681, DBA FOR BRANDING PURPOSES ONLY. GENWORTH, NON-INVESTMENT RELATED, LTC, AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-02
• S63 Uniform Securities Agent State Law Examination
  1992-01-03

Other Names

• John Griz