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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carol Holm Financial | Blackfoot | ID | 03/2013 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 09/2025 | Present |
CAROL HOLM FINANCIAL POSITION: Operations Manager NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2013 ADDRESS: 494 N Meridian, Blackfoot ID 83221, United States DESCRIPTION: Oversees daily business functions, ensuring efficient workflows, regulatory compliance, and high-qualityclient service. Supports advisors by conducting financial research, preparing financial plans, managing client communications, and providing foundational financial guidance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
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