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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
100 N. Westlake Boulevard Suite 201, Westlake Village, CA 91362 • United States
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-18 |
Branch Locations
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fmb Retirement Services | Westlake Village | CA | 07/2015 | Present |
| Indivisible Partners, Llc | Clearwater | FL | 05/2026 | Present |
| Fmb Wealth Management, Inc. | Westlake Village | CA | 07/2015 | Present |
7/15/2015 - Present; Chief Compliance Officer and Chief Operations Officer for related RIA, FMB Retirement Services. It is investment related. 100 N. Westlake Blvd., Ste: 201m Westlake Village, CA 91362. Minimal hours devoted, all during normal business/trading hours. I serve as CCO and COO for both FMB advisory firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-13 |
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