Robert Douglas Falk

Employer firm

Centauri Advisory Group, Inc. CRD 158999

$75.7M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Centauri Advisory Group, Inc.

310 South Main St., Zelienople, PA 16063 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2012-01-04

PA RA
APPROVED

Since 2012-01-04

Branch Locations

310 South Main St., Zelienople, PA 16063 • 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
Trustmont Financial Group, Inc.	Greensburg	PA	12/2006	Present
Trustmont Advisory Group, Inc.	Greensburg	PA	01/2007	Present

12/2006 → Present

Trustmont Financial Group, Inc.

Greensburg, PA
01/2007 → Present

Trustmont Advisory Group, Inc.

Greensburg, PA

Previous Registrations

2007-01-11 → 2011-12-20

Trustmont Advisory Group, Inc.

Greensburg, PA

Other Businesses

DBA R. DOUGLAS FALK FINANCIAL SERVICES, 310 S. MAIN ST. BOX 266, ZELIENOPLE, PA 16063. INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT& HEALTH INSUR., DISABILTIY, LIFE INSUR., AND FIXED ANNUITIES. CPA AND TAX PREPARER. TRUSTEE FOR ESOP CON YEAGER- NO COMPENSATION. BOARD OF DIRECTORS-APPALACHIAN CLOTHING COMPANY- NON COMPENSATING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-04-29

S63 Uniform Securities Agent State Law Examination

1986-04-29

Designations

Certified Financial Planner

Other Names

R. Douglas Falk

View on SEC IAPD