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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-29 |
| ID | RA | APPROVED | 2020-04-24 |
| IL | RA | APPROVED | 2012-09-10 |
| WI | RA | APPROVED | 2010-06-23 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Art Siegel Assoc | Kenosha | WI | 08/1988 | Present |
| Centaurus Financial, Inc. | Orange | CA | 01/2008 | Present |
SIEGEL FINANCIAL, 8536 37TH AVE., KENOSHA, WI 53142, OWNER, LICENSED INSURANCE AGENT FOR FIXED LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE AND LONG TERM CARE, DEVOTED TIME IS 20 HRS A MONTH, SALE OF FIXED LIFE INSURANCE AND ANNUITY CONTRACTS TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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