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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-07 |
| KS | RA | APPROVED | 2026-01-05 |
| AZ | RA | APPROVED | 2025-06-18 |
| CT | RA | APPROVED | 2025-02-05 |
| MS | RA | APPROVED | 2024-04-19 |
| NV | RA | APPROVED | 2024-03-13 |
| LA | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2022-03-14 |
| DC | RA | APPROVED | 2021-04-14 |
| SC | RA | APPROVED | 2021-03-22 |
| MD | RA | APPROVED | 2021-01-13 |
| AL | RA | APPROVED | 2020-11-23 |
| FL | RA | APPROVED | 2020-06-18 |
| PA | RA | APPROVED | 2020-05-15 |
| NC | RA | APPROVED | 2020-05-05 |
| VA | RA | APPROVED | 2014-06-11 |
Branch Locations
729 Thimble Shoals Blvd. Suite 1E, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Bales Financial | Newport News | VA | 06/2013 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 02/2014 | Present |
JAMES BALES FINANCIAL LLC, NON-INVESTMENT RELATED, 729 THIMBLE SHOALS BLVD., SUITE 1E, NEWPORT NEWS, VA, FINANCIAL PLANNING, ASSOCIATE ADVISOR, SINCE 5/1/2013, DEVOTED TIME IS 40 HRS A MONTH, PLANNING WORK, ADMINISTRATIVE WORK, AND MEETING WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-11 |
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