Cheryl Lynn Kitashima

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

Authority	Category	Status	Date
AK	RA	APPROVED	2022-03-22
OR	RA	APPROVED	2022-02-23
VA	RA	APPROVED	2019-05-14
UT	RA	APPROVED	2018-12-18
CA	RA	APPROVED	2011-01-03
WA	RA	APPROVED	2005-06-20

AK RA
APPROVED

Since 2022-03-22
OR RA
APPROVED

Since 2022-02-23
VA RA
APPROVED

Since 2019-05-14
UT RA
APPROVED

Since 2018-12-18
CA RA
APPROVED

Since 2011-01-03
WA RA
APPROVED

Since 2005-06-20

Branch Locations

Seattle, WA • United States

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Centaurus Financial, Inc.	Anaheim	CA	06/2005	Present

06/2005 → Present

Centaurus Financial, Inc.

Anaheim, CA

Previous Registrations

1998-02-25 → 2005-06-20

Kms Financial Services, Inc.

Seattle, WA

Other Businesses

KITASHIMA WEALTH ADVISORS LLC, NON-INVESTMENT RELATED, 9 LAKE BELLEVUE DR., #106, BELLEVUE, WA 98005, DBA FOR BRANDING PURPOSES ONLY, CFP, FINANCIAL PLANNING, SINCE 06/2015.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-11-12

S63 Uniform Securities Agent State Law Examination

1985-11-12

Designations

Certified Financial Planner

View on SEC IAPD