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David William Andersen

Centaurus Financial, Inc.

Anaheim, CA

Hayden, ID

Tucson, AZ

CRD 2474495

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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
WA RA APPROVED 2026-02-27
MA RA APPROVED 2026-02-08
AZ RA APPROVED 2021-09-07
ID RA APPROVED 2021-08-19
CA RA APPROVED 2018-01-09
  • WA RA
    APPROVED
    Since 2026-02-27
  • MA RA
    APPROVED
    Since 2026-02-08
  • AZ RA
    APPROVED
    Since 2021-09-07
  • ID RA
    APPROVED
    Since 2021-08-19
  • CA RA
    APPROVED
    Since 2018-01-09

Branch Locations

2300 E. Katella Ave. Suite 200, Anaheim, CA 92806 • United States

162 E. Hayden Ave., Hayden, ID 83835 • United States

3567 E. Sunrise Drive Suite #101, Tucson, AZ 85718 • 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
Centaurus Financial Inc. Anaheim CA 06/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-21
S63 Uniform Securities Agent State Law Examination 1994-05-24
  • S66 Uniform Combined State Law Examination
    2017-12-21
  • S63 Uniform Securities Agent State Law Examination
    1994-05-24
Other Names
  • David William Andersen
  • David William Anderson

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · ANAHEIM, CA
EAGLE STRATEGIES LLC · Anaheim, CA

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