Daniel I Forbes

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

• 03/2015 → 11/2017
  Triad Advisors, Inc.
  Norcross, GA
• 11/2017 → 02/2022
  Pnc Investments
  Duluth, GA
• 02/2022 → 07/2026
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 07/2026 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2022-03-04 → 2026-07-22
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
  Snellville, GA
• 2018-01-11 → 2022-02-01
  Pnc Wealth Management Llc
  Duluth, GA
• 2015-04-01 → 2017-12-18
  Triad Advisors Llc
  Atlanta, GA
• 2012-09-14 → 2015-03-06
  J P Turner & Company Capital Management, Llc
  Atlanta, GA

Other Businesses

1) EMPRESS LEGACY LIVING | INVESTMENT RELATED: NO | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 267 LANGLEY DR. UNIT 4298 SNELLVILLE, GA 30044 | START DATE: 12/01/2025 | NATURE OF ACTIVITY: REAL ESTATE | APPROX HRS PER MTH: 10-20 HOURS| DESCRIPTION OF DUTIES: SCHEDULING AND UPKEEP OF THE HOME; RENTAL PROPERTY OWNERSHIP. 2) EMPRESS ROYAL TEES | POSITION: Partner | NATURE: I assist my wife with her apparel business | INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2024 | ADDRESS: 2509 Dunhaven Gln, Snellville GA 30078-7332 | DESCRIPTION: Assist my spouse in the decision making of her business

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-03
• S63 Uniform Securities Agent State Law Examination
  2006-12-18

Other Names

• Daniel Ian Forbes