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RIA / WealthAdvisorCertified Financial Planner40 years in industry

ROBERT DOUGLAS FALK

Advisor at CENTAURI ADVISORY GROUP, INC.

ZELIENOPLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb5967bd-0e03-0e91-c0dd-2b8026b65f26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CENTAURI ADVISORY GROUP, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 29, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Apr 29, 1986
First registration: Jan 11, 2007
Dual registered: no
Other names: R. DOUGLAS FALK
IAPD individual key: 1301410

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CENTAURI ADVISORY GROUP, INC.	State registered	Jan 4, 2012	n/a	yes	ZELIENOPLE, PA	Current employment
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Jan 11, 2007	Dec 20, 2011	no	GREENSBURG, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUSTMONT ADVISORY GROUP, INC.	CENTAURI ADVISORY GROUP, INC.	Dec 20, 2011	Jan 4, 2012	15	Firm change	Other

Relationships

Registered with (2)

→ CENTAURI ADVISORY GROUP, INC.Registered adviserregistration: current employment
Jan 4, 2012 to presentfactForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Jan 11, 2007 to Dec 20, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb5967bd-0e03-0e91-c0dd-2b8026b65f26
First observed: Jan 11, 2007
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERT DOUGLAS FALK

Advisor at CENTAURI ADVISORY GROUP, INC.

ZELIENOPLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb5967bd-0e03-0e91-c0dd-2b8026b65f26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CENTAURI ADVISORY GROUP, INC.

State registered

Jan 4, 2012

n/a

yes

ZELIENOPLE, PA

Current employment

TRUSTMONT ADVISORY GROUP, INC.

Bd affiliated wealth

Jan 11, 2007

Dec 20, 2011

GREENSBURG, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRUSTMONT ADVISORY GROUP, INC.

CENTAURI ADVISORY GROUP, INC.

Dec 20, 2011

Jan 4, 2012

Firm change

Other