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Investment Adviser Firm Summary

CENTER STREET ADVISORS, INC. (CRD# 169329 / SEC# 801-80344)
Alternate Names: ARKAGOS ADVISORS + ASSET MANAGEMENT , ASSET PROTECTION STRATEGIES , AYCOCK WEALTH MANAGEMENT , BALES AND ECKEL FINANCIAL GROUP, LLC , BERING FINANCIAL , BROOKSTONE FINANCIAL , BROOKWOOD WEALTH , CENTER STREET ADVISORS, INC. , CLEAR HARBOR WEALTH MANAGEMENT , CONSULT MILESTONE , D. KENT PREWETTE AND ASSOCIATES , ELDERCARE FINANCIAL , FINANCIAL DYNAMICS , GOSHEN PROVIDERS , GRAY WEALTH MANAGEMENT , GREENWAY FINANCIAL , HILL AND HILL FINANCIAL , JONTZ NASH ESTATE MANAGEMENT & PLANNING , KENNEDY WEALTH GROUP , KURUVILLA AND ASSOCIATES , LEBLANC FINANCIAL ALLIANCE , LEGACY FINANCIAL GROUP, INC. , LEONARD ADVISORY GROUP , LIFE BRIDGE FINANCIAL, INC , MOERDYK FINANCIAL , NARISH FINANCIAL SERVICES , PATHWAY FINANCIAL MANAGEMENT , PREFERRED FINANCIAL SOLUTIONS, LLC , PRIZM FINANCIAL ADVISORS , PRODUCER PROS INSURANCE SERVICES LLC , RETIREMENT WEALTH MANAGEMENT , SIGNATURE FINANCIAL SOLUTIONS, LLC , STRONG FINANCIAL PARTNERS , SYCAMORE FINANCIAL CORY , TAHOE FINANCIAL PLANNING , THACKER AND ASSOCIATES , TODDY AND ASSOCIATES , WEALTH CONCEPTS GROUP , WEALTH PROTECTION ADVISORS, LLC , WEALTH STRATEGIES ADVISORY GROUP , WEST ADVISORY GROUP , WRIGHT FINANCIAL GROUP

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 10/23/2014
Arizona Terminated 09/04/2015
California Terminated 10/04/2015
Idaho Terminated 09/08/2015
Indiana Terminated 09/04/2015
Louisiana Terminated 09/10/2015
Missouri Terminated 09/04/2015
Nevada Terminated 10/27/2015
Tennessee Terminated 10/04/2015
Virginia Terminated 09/04/2015
Washington Terminated 10/04/2015

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 02/20/2015
Arizona 10/23/2014
Arkansas 07/06/2016
California 10/23/2014
Colorado 10/23/2014
Connecticut 10/23/2014
District of Columbia 09/08/2015
Florida 10/23/2014
Georgia 01/05/2015
Idaho 10/23/2014
Illinois 10/23/2014
Indiana 10/23/2014
Kansas 11/14/2017
Kentucky 10/23/2014
Louisiana 10/23/2014
Maryland 10/23/2014
Massachusetts 10/23/2014
Michigan 10/23/2014
Missouri 10/23/2014
Montana 08/19/2015
Nevada 10/23/2014
New Jersey 11/20/2014
New Mexico 11/14/2017
New York 10/23/2014
North Carolina 03/23/2015
Ohio 10/23/2014
Oregon 10/23/2014
Pennsylvania 10/23/2014
South Carolina 10/23/2014
Tennessee 10/23/2014
Texas 10/23/2014
Utah 02/27/2017
Virginia 10/23/2014
Washington 10/23/2014
Wisconsin 09/22/2015

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser