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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-06 |
| IN | RA | APPROVED | 2019-09-13 |
Branch Locations
2309 W. Franklin Street, Evansville, IN 47712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centennial Wealth | Evansville | IN | 09/2013 | Present |
| Retirement Wealth Advisors, Inc | Evansville | IN | 09/2019 | Present |
| Regal Investment Advisors, Llc | Evansville | IN | 06/2017 | 09/2019 |
| The Eagle Team Financial Pros | Woodbury | MN | 02/2014 | Present |
| Legacylock | Evansville | IN | 05/2020 | Present |
CENTENNIAL WEALTH SERVICES LLC; INVESTMENT RELATED; 401 N. WEINBACH AVENUE, STE. D, EVANSVILLE IN 47711; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 09/2013; 230/HOURS MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. THE EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 563 BIELENBURG PARKWAY, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 02/2014; 115 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. LEGACYLOCK; NON INVESTMENT RELATED; 401 N. WEINBACH AVE., STE. D, EVANSVILLE, IN 47711; ESTATE PLANNING; ADMINISTRATOR; STARTED 05/2020; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDING ADMINISTRATOR SERVICES FOR ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-23 |
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