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22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| CA | RA | APPROVED | 2020-01-07 |
Branch Locations
22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Pasadena | CA | 08/2001 | 02/2018 |
| Pfs Investments Inc. | Pasadena | CA | 01/2002 | 02/2018 |
| Tamar Securities, Llc | Woodland Hills | CA | 02/2018 | Present |
| Pursche Kaplan Sterling | Albany | NY | 05/2020 | Present |
1) 1. Tamar Securities, LLC DBA 911 Financial SVCS 2. Investment Related 3. 22466 Ventura Blvd, Woodland Hills, CA 91364 4. Asset Management 5. Executive Director- Investments 6. 2/2018 7. 30 hrs.mo 8. 10 hours during trading 9. Market investment related services, gather new client accounts, trading in client accounts 2) 1. Tamar Securities, LLC DBA Firefighters United 2. Investment Related 3. 22466 Ventura Blvd, Woodland Hills, CA 91364 4. Asset Management 5. Executive Director - Investments 6. 2/2018 7. 30 hrs/mo 8. 10 hours during trading 9. Market Investment Related SErvices, gather new client accounts, trading in client accounts 3) 1. Cavalier and Associates 2. Not investment related 3. 22466 Ventura Blvd, Woodland Hills CA 913664/ 2801 Townsgate Rd. #350, Westlake Village, CA 91361 4. Fixed Insurance 5. Life Agent 6. 3/2018 7. 20 hrs/mo 8. 10 hours during trading 9. Marketing fixed life insurance policies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-24 |
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