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David Anthony Pellegrino

Centaurus Financial, Inc.

Bel Air, MD

CRD 2574253

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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
DC RA APPROVED 2024-09-16
AZ RA APPROVED 2024-07-03
IL RA APPROVED 2023-12-18
GA RA APPROVED 2023-01-05
NY RA APPROVED 2021-11-01
NH RA APPROVED 2021-08-18
FL RA APPROVED 2019-07-24
NC RA APPROVED 2012-01-11
NJ RA APPROVED 2012-01-06
DE RA APPROVED 2011-12-21
VA RA APPROVED 2011-12-14
MD RA APPROVED 2011-12-13
PA RA APPROVED 2011-12-13
  • DC RA
    APPROVED
    Since 2024-09-16
  • AZ RA
    APPROVED
    Since 2024-07-03
  • IL RA
    APPROVED
    Since 2023-12-18
  • GA RA
    APPROVED
    Since 2023-01-05
  • NY RA
    APPROVED
    Since 2021-11-01
  • NH RA
    APPROVED
    Since 2021-08-18
  • FL RA
    APPROVED
    Since 2019-07-24
  • NC RA
    APPROVED
    Since 2012-01-11
  • NJ RA
    APPROVED
    Since 2012-01-06
  • DE RA
    APPROVED
    Since 2011-12-21
  • VA RA
    APPROVED
    Since 2011-12-14
  • MD RA
    APPROVED
    Since 2011-12-13
  • PA RA
    APPROVED
    Since 2011-12-13

Branch Locations

57 East Broadway 2Nd Floor, Bel Air, MD 21014 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Pfs Financial, Inc. Bel Air MD 04/2002 Present
The Eagle Group Bel Air MD 06/2004 Present
The Eagle Group Financial Advisors Bel Air MD 01/2006 Present
Centaurus Financial Inc. Anaheim CA 12/2011 Present
  • 04/2002 → Present
    Pfs Financial, Inc.
    Bel Air, MD
  • 06/2004 → Present
    The Eagle Group
    Bel Air, MD
  • 01/2006 → Present
    The Eagle Group Financial Advisors
    Bel Air, MD
  • 12/2011 → Present
    Anaheim, CA
Previous Registrations
  • 2007-01-03 → 2011-12-19
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Bel Air, MD
  • 2002-04-16 → 2007-01-03
    Ffp Advisory Services Inc
    Bel Air, MD
Other Businesses

PRESIDENT, PFS FINANCIAL, 1220 E. CHURCHVILLE ROAD, #102, BEL AIR, MD 21014. NON INVESTMENT RELATED SINCE 2000. USED FOR PAYROLL AND PAYING BUSINESS EXPENSES ONLY. PRESIDENT, THE EAGLE GROUP FINANCIAL ADVISORS, 1220 E. CHURCHVILLE ROAD, #102, BEL AIR, MD 21014. INVESTMENT RELATED SINCE 01/2006 AND I SPEND APPROX. 100% OF TIME ON THIS OUTSIDE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1995-02-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1995-02-17

View on SEC IAPD

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