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15760 Ventura Blvd Suite 1700, Encino, CA 91436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-11 |
| CA | RA | APPROVED | 2022-01-14 |
Branch Locations
15760 Ventura Blvd Suite 1700, Encino, CA 91436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark | Encino | CA | 12/2014 | 09/2021 |
| Assetmark Brokerage, Llc | Encino | CA | 05/2018 | 09/2021 |
| Portfolio Design Labs, Llc | Encino | CA | 11/2021 | Present |
Capital Markets Research & Strategy LLC (CMRS) is an investment research business that conducts research on capital markets and investment strategies and creates and maintains investment indices. CMRS does not offer investment products or advice. The mailing address for CMRS is 15760 Ventura Blvd, Suite 1700, Encino, CA 91436. I founded CMRS in January 2022 and spend approximately 10 hours per week during off hours conducting research and distributing commentary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
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