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
Maximo Gregorio Centeno
Feed of 09/14/2026
Also filed as Maximo Gregorio Centeno
At current firm
4 y
since Jul 6, 2022
In the industry
31 y
since Jan 12, 1995 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jul 6, 2022 · Clifton, Nj
- Equitable Advisors, LLC national BDMar 23, 2022 to Jul 7, 2022 · Melville, Ny
- Ip Financial Advisory Services LLC independent RIAJun 24, 2021 to Mar 23, 2022 · New Windsor, Ny
- Supreme Alliance LLC independent RIAFeb 25, 2020 to Aug 27, 2020 · Charlotte, Nc
- Wealth Watch Advisors, Inc independent RIAJul 9, 2018 to Apr 3, 2019 · New Windsor, Ny
- Osaic Institutions, Inc. BD affiliatedAug 5, 2016 to Apr 11, 2018 · Elmhurst, Ny
- Capital One Advisors, LLC formerMar 18, 2016 to Aug 2, 2016 · Nanuet, Ny
- Chase Investment Services Corp. formerSep 19, 2007 to Sep 7, 2010 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to Cetera Investment Advisers LLCleft Jul 7, 2022, registered Jul 6, 2022 (-1 days) · Affiliated broker-dealer or bank to another
- Ip Financial Advisory Services LLC to Equitable Advisors, LLCleft Mar 23, 2022, registered Mar 23, 2022 (0 days) · Affiliated broker-dealer or bank to another
- Supreme Alliance LLC to Ip Financial Advisory Services LLCleft Aug 27, 2020, registered Jun 24, 2021 (301 days) · RIA to affiliated broker-dealer or bank
- Wealth Watch Advisors, Inc to Supreme Alliance LLCleft Apr 3, 2019, registered Feb 25, 2020 (328 days) · RIA to RIA
- Osaic Institutions, Inc. to Wealth Watch Advisors, Incleft Apr 11, 2018, registered Jul 9, 2018 (89 days) · Affiliated broker-dealer or bank to independent RIA
- Capital One Advisors, LLC to Osaic Institutions, Inc.left Aug 2, 2016, registered Aug 5, 2016 (3 days) · Other
- Chase Investment Services Corp. to Capital One Advisors, LLCleft Sep 7, 2010, registered Mar 18, 2016 (2019 days) · Other
Signals
- Maximo Gregorio Centeno left Equitable Advisors, Llc for Cetera Investment Advisers Llc (registered 2022-07-06)Jul 7, 2022 · Advisor changed firm · fact
- Maximo Gregorio Centeno left Ip Financial Advisory Services Llc for Equitable Advisors, Llc (registered 2022-03-23)Mar 23, 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address