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Inactive

Joseph Denzel Carpenter

Centennial Wealth Advisory, LLC

Traverse City, MI

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Current Employers
Centennial Wealth Advisory, Llc

701 Third Street, Traverse City, MI 49684 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-20
  • MI RA
    APPROVED
    Since 2023-09-20

Branch Locations

701 Third Street, Traverse City, MI 49684 • 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
Hantz Financial Services Southfield MI 06/2014 12/2022
Personal Capital Advisors Corporation Traverse City MI 01/2023 Present
Empower Advisory Group, Llc Greenwood Village CO 04/2023 08/2023
Centennial Wealth Adviosry Traverse City MI 09/2023 Present
Centennial Wealth Advisory, Llc Traverse City MI 09/2023 Present
  • 06/2014 → 12/2022
    Hantz Financial Services
    Southfield, MI
  • 01/2023 → Present
    Personal Capital Advisors Corporation
    Traverse City, MI
  • 04/2023 → 08/2023
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 09/2023 → Present
    Centennial Wealth Adviosry
    Traverse City, MI
  • 09/2023 → Present
    Centennial Wealth Advisory, Llc
    Traverse City, MI
Previous Registrations
Other Businesses

Joe is a producer for fixed and indexed annuities under CWA Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-28
  • S66 Uniform Combined State Law Examination
    2014-05-28
Designations

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
UP NORTH FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.
REHMANN WEALTH
G. A. REPPLE & COMPANY
INDEPENDENT WEALTH MANAGEMENT, LLC
CHERRY TREE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.

Other Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON
JONATHAN B. RICKS
STEVEN AUSTIN YENSHAW
TERRY LEE FROEBER
ROBERT JOSEPH FENTON
BARBARA SUE SHELLMAN

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

More in Traverse City, MI

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