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Advisor at CENTRUS FINANCIAL STRATEGIES
ORLANDO, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CENTRUS FINANCIAL STRATEGIES | Independent wealth | Mar 16, 2026 | n/a | yes | ORLANDO, FL | Current employment |
| PROSPERITY CAPITAL ADVISORS | Independent wealth | Sep 5, 2023 | May 27, 2026 | no | Orlando, FL|Bradenton, FL|WESTLAKE, OH | Previous registration |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Aug 20, 2014 | Sep 27, 2023 | no | ORLANDO, FL|TAMPA, FL|Bradenton, FL|Orlando, FL | Previous registration |
| FIRST ALLIED ADVISORY SERVICES, INC. | Former SEC adviser | Jun 15, 2012 | Aug 29, 2014 | no | ORLANDO, FL | Previous registration |
| FIRST ALLIED SECURITIES, INC. | Former SEC adviser | May 11, 2009 | Jul 2, 2012 | no | SAN DIEGO, CA|PONTE VEDRA BEACH, FL|ORLANDO, FL|ORLANDO, FL | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Oct 31, 2006 | May 20, 2009 | no | WINTER PARK, FL | Previous registration |
| USALLIANZ SECURITIES, INC. | n/a | Dec 9, 2003 | Jun 16, 2006 | no | PORT RICHEY, FL|WINTER PARK, FL|WINTER PARK, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERITY CAPITAL ADVISORS | CENTRUS FINANCIAL STRATEGIES | May 27, 2026 | Mar 16, 2026 | -72 | Firm change after gap | RIA to new firm |
| J. W. COLE ADVISORS, INC. | PROSPERITY CAPITAL ADVISORS | Sep 27, 2023 | Sep 5, 2023 | -22 | Firm change | Ibd to RIA |
| FIRST ALLIED ADVISORY SERVICES, INC. | J. W. COLE ADVISORS, INC. | Aug 29, 2014 | Aug 20, 2014 | -9 | Firm change | Other |
| FIRST ALLIED SECURITIES, INC. | FIRST ALLIED ADVISORY SERVICES, INC. | Jul 2, 2012 | Jun 15, 2012 | -17 | Bulk transfer | Other |
| QUESTAR ASSET MANAGEMENT, INC. | FIRST ALLIED SECURITIES, INC. | May 20, 2009 | May 11, 2009 | -9 | Firm change | Other |
| USALLIANZ SECURITIES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Jun 16, 2006 | Oct 31, 2006 | 137 | Bulk transfer | Other |