Randy Scott Podell

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
CA	RA	APPROVED	2019-04-16

CA RA
APPROVED

Since 2019-04-16

Branch Locations

Thousand Oaks, CA • United States

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

Organization	City	State	From	To
Self Employed	Thousand Oaks	CA	02/1988	Present
Centaurus Financial, Inc.	Orange	CA	06/1994	Present

02/1988 → Present

Self Employed

Thousand Oaks, CA
06/1994 → Present

Centaurus Financial, Inc.

Orange, CA

Other Businesses

DBA PODELL FINANCIAL AND INSURANCE SERVICES, AGENT, SINCE 2/8/1979, THOUSAND OAKS, CA 91362, SALES AND CLIENT SERVICE OF HEALTH, DENTAL, VISION, MEDICARE SUPPLEMENTS, RENEWALS, SERVICE FROM PRIOR LIFE INSURANCE SALES, FIXED ANNUITIES/NON INDEXED, DISBILITY INCOME, LONG TERM CARE AND PART D, DEVOTED TIME IS 7 HRS A MONTH, NON-INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-11-28

S63 Uniform Securities Agent State Law Examination

2000-11-28

Designations

Certified Financial Planner

Other Names

Randy S Podell

View on SEC IAPD