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Centaurus Financial, Inc. CRD 30833
$9.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-17 |
| OH | RA | APPROVED | 2025-03-03 |
| IA | RA | APPROVED | 2024-03-22 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 08/2006 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-12 |
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