Lonna Rachael Weems

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2001-04-12 → 2012-12-31
  National Planning Corporation
  Petaluma, CA
  Mcallen, TX
  Torrance, CA
  Tewksbury, MA
  Chatsworth, CA

Other Businesses

1. DAVID ST. JOHN TRUST, NON-INVESTMENT RELATED, 9242 AQUEDUCT AVENUE, NORTH HILLS, CA 91343, NAMED AS TRUSTEE TO SELL PROPERTY, PAY DEBTS AND DISBURSE ASSETS OF THE TRUST AS THE TRUSTEE, SINCE 10/1/2015, DEVOTED TIME IS 5 HRS A MONTH, SETTLING ESTATE SELL ASSETS, PAYING DEBTS, PAY TAXES AND DISTRIBUTE TO BENEFICIARIES. 2. LONNA WEEMS POSITION: Sublessor NATURE: Sublet space INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2023 ADDRESS: North Hills, CA 91343, United States DESCRIPTION: Subletting space in my home that I rent and collect rent & utility payments and pay bills 3. YOGA INSTRUCTOR POSITION: Yoga Instructor NATURE: Yoga INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2025 ADDRESS: 9242 Aqueduct Ave, North Hills, CA 91343, United States DESCRIPTION: Teach Yoga 4. STRANDLIFE WEALTH MANAGEMENT POSITION: Administrative Assistant NATURE: Provide office and administrative assistance to Investment Branch INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 07/28/2025 ADDRESS: 21250 HAWTHORNE BOULEVARD, SUTIE 500, TORRANCE CA 90503, United States DESCRIPTION: Administrative Assistant for Investment Branch with Centaurus Financial Inc. Duties include client service, form completion, manage compliance submissions for all branch marketing and advertisements. Branch Manager, Parsa Vahid, CFI.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-13
• S63 Uniform Securities Agent State Law Examination
  1998-06-30

Other Names

• Lonna Hawkins
• Lonna Weems
• Lonna Rachael Weems
• Lonna Rachael Weems-Kent