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Garrett M. Bishop

CENTAURI ADVISORY GROUP
Zelienople, PA 16063
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CRD#: 7298413
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Professional summary


Garrett Michael Bishop, who also goes by Garrett Michael Bishop, is a registered financial advisor currently at CENTAURI ADVISORY GROUP, INC. located in Zelienople, Pennsylvania.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Garrett has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Garrett Michael Bishop

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Garrett is licensed to sell insurance products: life, health, annuities putting about 30 hours a year in Zelienople. Garrett is an active P&C agent for Jack L Bonus Agency as of 8/2021 putting about 15 hours a month in Zelienople. Garrett is currently COO with Checkmate Rentals as of 7/2022 putting about 90 hours a month in Fombell

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Garrett Michael Bishop's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 23, 2021 - Present

CENTAURI ADVISORY GROUP, INC.

Office #1: 310 South Main St., Zelienople, PA 16063
RIA
CRD#: 158999
Zelienople, PA
Past

March 3, 2021 - April 26, 2021

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Canonsburg, PA
Past

December 11, 2020 - April 26, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Canonsburg, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/1/2021)
IAR
Pennsylvania
(5/23/2021)
IAR
Texas
(5/23/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/15/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


CA
CENTAURI ADVISORY GROUP, INC.
CENTAURI ADVISORY GROUP, INC.

CRD#: 158999 / SEC#:

Ohio
Registered Investment Advisory firm - (1/20/2012 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/3/2012 Approved)
Texas
Registered Investment Advisory firm - (11/26/2012 Approved)
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Contact information


Main Address
310 South Main St., Zelienople, PA 16063
Mailing Address
Phone number
(724) 716-1234
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts830
AUM (Assets Under Management)$ 71,900,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CENTAURI ADVISORY GROUP, INC.

CRD#: 158999Zelienople, PA 16063

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