James Richard Reitzel

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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-06-02
NY	RA	APPROVED	2024-01-19
NC	RA	APPROVED	2023-09-26
NJ	RA	APPROVED	2011-07-11
VA	RA	APPROVED	2011-07-05
NM	RA	APPROVED	2011-06-03
PA	RA	APPROVED	2000-08-22

GA RA
APPROVED

Since 2026-06-02
NY RA
APPROVED

Since 2024-01-19
NC RA
APPROVED

Since 2023-09-26
NJ RA
APPROVED

Since 2011-07-11
VA RA
APPROVED

Since 2011-07-05
NM RA
APPROVED

Since 2011-06-03
PA RA
APPROVED

Since 2000-08-22

Branch Locations

Doylestown, PA • 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

Organization	City	State	From	To
Centaurus Financial, Inc.	Doylestown	PA	03/1999	Present

03/1999 → Present

Centaurus Financial, Inc.

Doylestown, PA

Other Businesses

J. RICHARD REITZEL AND ASSOCIATES, NON-INVESTMENT RELATED, 220 FARM LANE, DOYLESTOWN, PA 18901, DBA FOR BRANDING PURPOSES ONLY, OWNER, SINCE 1/1/1992.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-03-05

S63 Uniform Securities Agent State Law Examination

1987-03-05

View on SEC IAPD