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Centennial Wealth Advisory, LLC CRD 138054
$397M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 Third Street, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Financial Group | Troy | MI | 04/2014 | 04/2019 |
| Shipt | Traverse City | MI | 08/2018 | 03/2019 |
| Centennial Wealth Avisory | Traverse City | MI | 05/2019 | Present |
| Centennial Wealth Advisory, Llc | Traverse City | MI | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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