Joel Daniel Harworth

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

• 04/2016 → Present
  Centaurus Financial, Inc.
  Anaheim, CA
• 03/2012 → Present
  Hope Cafe And Catering
  Pasadena, CA

Previous Registrations

• 2003-06-17 → 2015-05-20
  Wescom Financial Services
  El Monte, CA
  Glendora, CA
  Pasadena, CA
  Monrovia, CA
  Covina, CA
  Glendora, CA
  Arcadia, CA
  Pasadena, CA
  Santa Monica, CA
  Culver City, CA
  Glendora, CA
  Culver City, CA
  West Covina, CA
  Ontario, CA
• 2002-03-25 → 2004-08-31
  Cuso Financial Services, L.P.
  Pasadena, CA

Other Businesses

1. MEDI-CAL BENEFITS, NON-INVESTMENT RELATED, 818 N. MOUNTAIN AVE., SUITE #200, UPLAND, CA 91786, MEDI-CAL BENEFITS PLANNING, BENEFITS PLANNER, SINCE 6/12/2017, DEVOTED TIME IS 15 HOURS A MONTH, ASSIST CLIENTS IN PLANNING FOR MEDI-CAL. 2. HOPE CAFE AND CATERING; LINE COOK,PRIVATE BUSINESS,ADDRESS:2094 E. FOOTHILL BLVD., PASADENA,CA 91107. EVENT CATERING OF CHURCH AND OTHER EVENTS. PREP AND COOK FOOD, DELIVER FOOD TO EVENT SITES. I SPEND APPROX. 5-10 HOURS PER MONTH ON THIS ACTIVITY. 3. AMERIESTATE LEGAL PLAN, NON-INVESTMENT RELATED, 3525 HYLAND AVE., SUITE #150, COSTA MESA, CA 92626, MARKETING ESTATE PLANNING SERVICES, ESTATE PLAN COORDINATOR, SINCE 7/9/2019, DEVOTED TIME IS 5 HOURS A MONTH, DISCUSS ESTATE PLANNING TOPICS, GATHER ESTATE INFORMATION AND SUBMIT TO AMERIESTATE, COORDINATE DOCUMENT DELIVERY AND ASSIST WITH TRUST FUNDING. 4. CONNECT TAX AND WEALTH MANAGEMENT POSITION: Owner NATURE: DBA for marketing and branding purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 1274 Center Court Drive, Suite #208, Covina, CA 91724 United States DESCRIPTION: Tax Preparation and bookkeeping for individuals and small business owners. Consult on health and Medicare insurance.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-09
• S63 Uniform Securities Agent State Law Examination
  1999-06-09