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3075 E. Thousand Oaks Blvd Suite 31, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3075 E. Thousand Oaks Blvd Suite 31, Westlake Village, CA 91362 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broman & Greig Asset Management, Llc | Westlake Village | CA | 05/1998 | Present |
| David P. Broman | Westlake Village | CA | 01/2000 | Present |
FIRM NAME: THE HUMPHREY-GOES FAMILY 2013 REVOCABLE TRUST INVESTMENT RELATED: NO. ADDRESS: 102 E. 8TH STREET; SUITE #200; DURANGO, CO 81301 NATURE OF BUSINESS: SUCCESSOR TRUSTEE POSITION / TITLE: CORPORATE SECRETARY START DATE: 1997 # HRS IN THIS BUSINESS: 4-6 HOURS / WEEK # HRS DURING TRADING HOURS: 4-6 HOURS / WEEK DUTIES: EXECUTORY DUTIES --------------- FIRM NAME: CLEARFUZE NETWORKS INVESTMENT RELATED: NO. ADDRESS: 11693 SAN VICENTE BLVD., #395, LOS ANGELES, CA 90049 NATURE OF BUSINESS: TECHNOLOGY POSITION/TITLE: CORPORATE SECRETARY START DATE: 02/18/03 # OF HOURS IN THIS BUSINESS: 2 HRS PER WEEK # OF HOURS DURING TRADING HRS: 2 HOURS PER WEEK DUTIES: EXECUTORY DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-29 |
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