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Paul James Rubel

Centaurus Financial, Inc.

San Jose, CA

CRD 7671854

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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:

Current Employers
Centaurus Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-07
NV RA APPROVED 2024-01-23
CA RA APPROVED 2023-04-06
  • IL RA
    APPROVED
    Since 2025-10-07
  • NV RA
    APPROVED
    Since 2024-01-23
  • CA RA
    APPROVED
    Since 2023-04-06

Branch Locations

1580 Oakland Road Suite #C114, San Jose, CA 95131 • 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
Centaurus Financial Inc. Anaheim CA 01/2023 Present
Plant Flower Seeds San Francisco CA 01/2022 10/2023
Buy Rare Seeds San Francisco CA 06/2021 10/2023
Unemployed/Home Maker Folsom CA 12/2018 06/2021
Crossfit Almaden San Jose CA 06/2015 12/2018
  • 01/2023 → Present
    Centaurus Financial Inc.
    Anaheim, CA
  • 01/2022 → 10/2023
    Plant Flower Seeds
    San Francisco, CA
  • 06/2021 → 10/2023
    Buy Rare Seeds
    San Francisco, CA
  • 12/2018 → 06/2021
    Unemployed/Home Maker
    Folsom, CA
  • 06/2015 → 12/2018
    Crossfit Almaden
    San Jose, CA
Other Businesses

1.True North Advisors, 1580 Oakland Rd. Suite #C114 San Jose, CA 95131, non-investment related, DBA only for branding purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-03
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10

View on SEC IAPD

Nearby Firms

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PFG ADVISORS
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Nearby Investors

Ryan Leiby
Adrian Baker
Bianca N. Cross

Nearby Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA

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