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Zohreh Ghaissari

Modern Wealth Management, LLC

Calabasas, CA

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-11
  • CA RA
    APPROVED
    Since 2026-05-11

Branch Locations

27001 Agoura Rd Suite 150, Calabasas, CA 91301 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
OrganizationCityStateFromTo
Mutual Of America Life Insurance Company Long Beach CA 01/2009 12/2024
Mutual Of America Securities Corporation Long Beach CA 01/2009 12/2024
Osaic Wealth Inc Westlake Village CA 07/2025 05/2026
Unemployed Westlake Village CA 01/2025 06/2025
Modern Wealth Management, Llc Calabasas CA 05/2026 Present
  • 01/2009 → 12/2024
    Mutual Of America Life Insurance Company
    Long Beach, CA
  • 01/2009 → 12/2024
    Mutual Of America Securities Corporation
    Long Beach, CA
  • 07/2025 → 05/2026
    Osaic Wealth Inc
    Westlake Village, CA
  • 01/2025 → 06/2025
    Unemployed
    Westlake Village, CA
  • 05/2026 → Present
    Modern Wealth Management, Llc
    Calabasas, CA
Previous Registrations
  • 2025-07-17 → 2026-05-04
    Osaic Wealth, Inc.
    Westlake Village, CA
    San Diego, CA
    Westlake Village, CA
  • 2006-09-25 → 2006-12-31
    Cincinnati Analysts, Inc.
    Woodland Hills, CA
    Agoura Hills, CA
  • 2006-07-28 → 2006-09-20
    Waterstone Financial Group, Inc.
    Woodland Hills, CA
    Woodland Hills, CA
  • 1998-01-06 → 2006-09-12
    Eti Financial Group
    Woodland Hills, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-20
  • S63 Uniform Securities Agent State Law Examination
    1996-12-20
Designations
Other Names
  • Zohreh Dinari

View on SEC IAPD

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