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Scott Anthony Bloom

Centaurus Financial, Inc.

Aptos, CA

CRD 1055766

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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
CA RA APPROVED 1999-09-23
  • CA RA
    APPROVED
    Since 1999-09-23

Branch Locations

7492 Soquel Drive Suite #A, Aptos, CA 95003 • 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
Pacific Tax Service Santa Cruz CA 02/1979 Present
Centaurus Financial, Inc. Santa Cruz CA 03/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-09-07
  • S63 Uniform Securities Agent State Law Examination
    1989-09-07

View on SEC IAPD

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