DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Steven Seltzer

Centaurus Financial, Inc.BD affiliatedAnaheim, Ca dual registrantIAPD 1522944

Feed of 09/14/2026

Also filed as Jeffrey Steven Seltzer

At current firm

3 y

since Oct 19, 2022

In the industry

34 y

since Feb 25, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Centaurus Financial, Inc. BD affiliated current
since Oct 19, 2022 · Anaheim, Ca
Cetera Investment Advisers LLC BD affiliated
Oct 20, 2020 to Oct 26, 2022 · Lauderdale By The Sea, Fl
First Allied Advisory Services, Inc. former
Dec 22, 2014 to Nov 12, 2020 · Pompano Beach, Fl
Ameriprise Financial Services, LLC national BD
Jun 29, 2010 to Dec 26, 2014 · Windermere, Fl
Morgan Keegan & Company, LLC former
Sep 13, 2005 to Jul 2, 2010 · Fort Lauderdale, Fl
Ameriprise Advisor Services, Inc. unclassified
Nov 2, 2004 to Sep 19, 2005 · Fort Lauderdale, Fl
Raymond James & Associates, Inc. national BD
Jun 20, 1994 to Nov 18, 2004 · Ft. Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Centaurus Financial, Inc.
left Oct 26, 2022, registered Oct 19, 2022 (-7 days) · Affiliated broker-dealer or bank to another
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Oct 20, 2020 (-23 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to First Allied Advisory Services, Inc.
left Dec 26, 2014, registered Dec 22, 2014 (-4 days) · Other
Morgan Keegan & Company, LLC to Ameriprise Financial Services, LLC
left Jul 2, 2010, registered Jun 29, 2010 (-3 days) · Other
Ameriprise Advisor Services, Inc. to Morgan Keegan & Company, LLC
left Sep 19, 2005, registered Sep 13, 2005 (-6 days) · Other
Raymond James & Associates, Inc. to Ameriprise Advisor Services, Inc.
left Nov 18, 2004, registered Nov 2, 2004 (-16 days) · Other

Signals

Jeffrey Steven Seltzer left Cetera Investment Advisers Llc for Centaurus Financial, Inc. (registered 2022-10-19)
Oct 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address