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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
NH RA APPROVED 2025-10-15
WA RA APPROVED 2025-05-20
DC RA APPROVED 2023-08-17
RI RA APPROVED 2023-04-18
SC RA APPROVED 2022-12-02
NY RA APPROVED 2021-09-22
GA RA APPROVED 2021-03-25
LA RA APPROVED 2021-01-07
TX RA APPROVED_RES 2020-11-30
OK RA APPROVED 2020-10-02
VT RA APPROVED 2020-02-20
NC RA APPROVED 2019-10-15
MD RA APPROVED 2019-10-02
CA RA APPROVED 2019-08-02
NJ RA APPROVED 2018-12-21
VA RA APPROVED 2016-06-14
CT RA APPROVED 2016-05-18
MI RA APPROVED 2016-05-09
OH RA APPROVED 2016-05-04
FL RA APPROVED 2015-09-11
PA RA APPROVED 2015-09-10
  • NH RA
    APPROVED
    Since 2025-10-15
  • WA RA
    APPROVED
    Since 2025-05-20
  • DC RA
    APPROVED
    Since 2023-08-17
  • RI RA
    APPROVED
    Since 2023-04-18
  • SC RA
    APPROVED
    Since 2022-12-02
  • NY RA
    APPROVED
    Since 2021-09-22
  • GA RA
    APPROVED
    Since 2021-03-25
  • LA RA
    APPROVED
    Since 2021-01-07
  • TX RA
    APPROVED_RES
    Since 2020-11-30
  • OK RA
    APPROVED
    Since 2020-10-02
  • VT RA
    APPROVED
    Since 2020-02-20
  • NC RA
    APPROVED
    Since 2019-10-15
  • MD RA
    APPROVED
    Since 2019-10-02
  • CA RA
    APPROVED
    Since 2019-08-02
  • NJ RA
    APPROVED
    Since 2018-12-21
  • VA RA
    APPROVED
    Since 2016-06-14
  • CT RA
    APPROVED
    Since 2016-05-18
  • MI RA
    APPROVED
    Since 2016-05-09
  • OH RA
    APPROVED
    Since 2016-05-04
  • FL RA
    APPROVED
    Since 2015-09-11
  • PA RA
    APPROVED
    Since 2015-09-10

Branch Locations

1000 Germantown Pike Suite #H2, Plymouth Meeting, PA 19462 • United States

17115 Avenue Le Rivage, Boca Raton, FL 33496 • 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
Long Financial, Services Blue Bell PA 01/1989 Present
Centaurus Financial, Inc. Orange CA 01/2007 Present
Other Businesses

1. STILLWATER FINANCIAL GROUP POSITION: President NATURE: DBA name INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: Boca Raton FL 33496, United States DESCRIPTION: DBA for branding purposes STILLWATER FINANCIAL GROUP POSITION: Agent NATURE: Term Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: Boca Raton FL 33496, United States DESCRIPTION: Selling term life insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-08
S63 Uniform Securities Agent State Law Examination 1991-05-18
  • S65 Uniform Investment Adviser Law Examination
    2015-09-08
  • S63 Uniform Securities Agent State Law Examination
    1991-05-18
Other Names
  • Leslie Beth Greschler
  • Leslie Beth Llambes
  • Leslie Beth Roberts
  • Leslie B Long
  • Leslie Beth Roberts
  • Leslie Beth Long

View on SEC IAPD

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