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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-18 |
| GA | RA | APPROVED | 2019-01-08 |
| CA | RA | APPROVED | 2018-12-18 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 12/2018 |
| Questar Asset Management | Minneapolis | MN | 06/2010 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 12/2018 | Present |
1. Insurance Agent, non-investment related, Dacula, GA 30019, insurance sales, financial advisor, since 8/1/1984, devoted time a month is 2 hours, insurance sales to retail customers. Advanced Retirement Solutions, investment related, Dacula, GA 30019, DBA, Financial Services, owner, since 3/2002, devoted time is 160 hours, soliciting and servicing financial services clients and work through referrals to build my business. 2. MULBERRY GROVE HOMEOWNERS ASSOCIATION POSITION: President NATURE: Mulberry Grove Homeowners Association, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2025 ADDRESS: P.O. Box 102, Hoschton GA 30548, United States DESCRIPTION: Conduct all scheduled meetings, enforce neighborhood covenants through notices of violation, solicit bids for required tasks in common areas ( ie. lawn and retention pond maintenance ) and approve best bid with 3 other Board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-24 |
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