Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jeremy R. AstonAustin, TX | Centennial Advisors, LLC | Adviser only | CFA | Atlas | 2023 |
| 2Christopher K. LarsonAustin, TX | Centennial Advisors, LLC | Adviser only | – | Atlas | 2023 |
| 3Abraham MartinezAustin, TX | Centennial Advisors, LLC | Adviser only | CFP | Atlas | 2022 |
| 4Daniel A. MestaAustin, TX | Centennial Advisors, LLC | Adviser only | CFP | Atlas | 2026 |
| 5Michael D. ReeseAustin, TX | Centennial Advisors, LLC | Adviser only | CFP | Atlas | 2010 |
| 6Jeffrey M. Rossmann IIAustin, TX | Centennial Advisors, LLC | Adviser only | – | Atlas | 2025 |
| 7Jordan J. ScottAustin, TX | Centennial Advisors, LLC | Adviser only | CFP | Atlas | 2019 |
| 8Jason C. SmithAustin, TX | Centennial Advisors, LLC | Adviser only | CFP | Atlas | 2018 |
| 9Elizabeth M. TorresAustin, TX | Centennial Advisors, LLC | Adviser only | – | Atlas | 2004 |
| 10Kevin E. WadeAustin, TX | Centennial Advisors, LLC | Adviser only | – | Atlas | 2016 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.