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Current Employers
Centaurus Financial, Inc.

2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-11
  • PA RA
    APPROVED
    Since 2021-06-11

Branch Locations

540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States

16 S. Main Street, Cooopersburg, PA 18036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 05/2007 03/2019
Questar Asset Management Minneapolis MN 09/2015 03/2019
Woodbury Financial Services, Inc. Center Valley PA 03/2019 06/2021
Woodbury Financial Services, Inc. Center Valley PA 03/2019 06/2021
Centaurus Financial, Inc. Anaheim CA 06/2021 Present
  • 05/2007 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 09/2015 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 06/2021
    Woodbury Financial Services, Inc.
    Center Valley, PA
  • 03/2019 → 06/2021
    Woodbury Financial Services, Inc.
    Center Valley, PA
  • 06/2021 → Present
    Anaheim, CA
Previous Registrations
  • 2019-03-01 → 2021-06-14
    Woodbury Financial Services, Inc.
    Center Valley, PA
  • 2015-09-04 → 2019-03-01
    Questar Asset Management, Inc.
    Center Valley, PA
    Minneapolis, MN
  • 2006-07-12 → 2007-05-18
    Allentown, PA
    Allentown, PA
Other Businesses

1. OWNER/PARTNER, HEALTH INSURANCE WORX, LLC. 16 S. MAIN STREET, COOPERSBURG, PA 18036. NON INVESTMENT RELATED SINCE 05/2013 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. I SELL INDIVIDUAL AND SMALL GROUP HEALTH INSURANCE. 2. PARTNER, TW COOPER BENEFITS, LLC., 6666 PASSER ROAD, COOPERSBURG, PA 18036. NON INVESTMENT RELATED SINCE 01/2018 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. I OVERSEE 2 LIFE AGENTS AND HEALTH INSURANCE. 3. PRESERVATION WEALTH ADVISORS, NON-INVESTMENT RELATED, 16 S. MAIN STREET, COOPERSBURG, PA 18036, DBA FOR BRANDING PURPOSES, SINCE 9/23/2022. 4. SELF POSITION: Agent NATURE: sell fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2022 ADDRESS: 16 South Main Street, Coopersburg PA 18036, United States DESCRIPTION: sell fixed life insurance and annuities, term insurance and MYGA annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-16
S63 Uniform Securities Agent State Law Examination 1995-11-27
  • S65 Uniform Investment Adviser Law Examination
    2015-09-16
  • S63 Uniform Securities Agent State Law Examination
    1995-11-27
Other Names
  • Joseph R Fenstermacher
  • Joseph R Fenstermacher
  • Joseph Ralph Fenstermacher

View on SEC IAPD

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