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Peter Lawrence Barchetti

Centaurus Financial, Inc.

Uniontown, PA

Leesburg, VA

CRD 1222883

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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
SC RA APPROVED 2025-09-17
OH RA APPROVED 2025-03-03
IA RA APPROVED 2024-03-22
PA RA APPROVED 2011-01-06
  • SC RA
    APPROVED
    Since 2025-09-17
  • OH RA
    APPROVED
    Since 2025-03-03
  • IA RA
    APPROVED
    Since 2024-03-22
  • PA RA
    APPROVED
    Since 2011-01-06

Branch Locations

470 Morgantown Street, Uniontown, PA 15401 • United States

540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • 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. Orange CA 08/2006 Present
Other Businesses

BARCHETTI FINANCIAL SERVICES, NON-INVESTMENT RELATED, 470 MORGANTOWN STREET, UNIONTOWN, PA 154001, DBA FOR MARKETING AND BRANDING PURPOSES, OWNER, SINCE 1/1/1985, DEVOTED TIME IS 80 HRS A MONTH, INCOME TAX PREPARATION AND ACCOUNTING. P. LAWRENCE BARCHETTI, NON-INVESTMENT RELATED, 470 MORGANTOWN ST., UNIONTOWN, PA 15401, FIXED ANNUITIES SALES, SALES REP., SINCE 1/1/2013, DEVOTED TIME IS 5 HRS A MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-14
S63 Uniform Securities Agent State Law Examination 1984-03-12
  • S65 Uniform Investment Adviser Law Examination
    2010-10-14
  • S63 Uniform Securities Agent State Law Examination
    1984-03-12
Other Names
  • Larry Barchetti

View on SEC IAPD

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