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Mario Giulio Bernardi

Centennial Securities Company, Inc.

Grand Rapids, MI

Chicago, IL

CRD 1542163

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Employer firm

Centennial Securities Company, Inc. CRD 7763

$1.34B regulatory AUM 2,520 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Centennial Securities Company, Inc.

3075 Charlevoix Dr Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-02
WI RA APPROVED 2024-01-02
FL RA APPROVED 2021-01-04
IL RA APPROVED 2011-04-12
  • CA RA
    APPROVED
    Since 2024-01-02
  • WI RA
    APPROVED
    Since 2024-01-02
  • FL RA
    APPROVED
    Since 2021-01-04
  • IL RA
    APPROVED
    Since 2011-04-12

Branch Locations

3075 Charlevoix Drive Se, Grand Rapids, MI 49546 • UNITED STATES

135 S. Lasalle Street Suite 3710, Chicago, IL 60603 • 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
OrganizationCityStateFromTo
Centennial Securities Co Grand Rapids MI 02/2011 Present
  • 02/2011 → Present
    Centennial Securities Co
    Grand Rapids, MI
Previous Registrations
  • 2003-10-10 → 2010-09-27
    Sanctuary Securities, Inc.
    Chicago, IL
    Chicago, IL
    Miami, FL
    Chicago, IL
  • 2000-01-11 → 2003-11-07
    Howe Barnes Capital Management, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-11
S63 Uniform Securities Agent State Law Examination 1986-10-13
  • S65 Uniform Investment Adviser Law Examination
    1994-07-11
  • S63 Uniform Securities Agent State Law Examination
    1986-10-13

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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