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Inactive

Timothy Michael Safieh

West Wealth Group, LLC

Irvine, CA

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Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-13
  • CA RA
    APPROVED
    Since 2026-04-13

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • 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
E*Trade /Morgan Stanley Costa Mesa CA 11/2012 01/2020
Empower Advisory Group, Llc Greenwood Village CO 02/2023 02/2024
Edward Jones St Louis MO 09/2024 08/2025
Coldwell Banker Irvine CA 04/2023 Present
Personal Capital San Francisco CA 01/2020 02/2023
West Wealth Group Dba Bml Wealth Management Irvine CA 03/2026 Present
  • 11/2012 → 01/2020
    E*Trade /Morgan Stanley
    Costa Mesa, CA
  • 02/2023 → 02/2024
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 09/2024 → 08/2025
    Edward Jones
    St Louis, MO
  • 04/2023 → Present
    Coldwell Banker
    Irvine, CA
  • 01/2020 → 02/2023
    Personal Capital
    San Francisco, CA
  • 03/2026 → Present
    West Wealth Group Dba Bml Wealth Management
    Irvine, CA
Previous Registrations
  • 2024-09-13 → 2025-07-07
    Edward Jones
    Laguna Hills, CA
  • 2023-04-03 → 2024-02-27
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2020-01-08 → 2023-04-03
    Personal Capital Advisors Corporation
    Lake Forest, CA
    Greenwood Village, CO
  • 2012-11-14 → 2020-01-09
    Harrisdirect Llc
    Arlington, VA
    Cupertino, CA
    Costa Mesa, CA
  • 2010-06-15 → 2012-11-15
    Citigroup Global Markets Inc.
    Mission Viejo, CA
    San Francisco, CA
    San Jose, CA
    Fountain Valley, CA
    Torrance, CA
    Rancho Palos Verde, CA
    Torrance, CA
    Torrance, CA
    Manhattan Beach, CA
    Culver City, CA
    Rancho Palos Verde, CA
    Torrance, CA
    Jacksonville, FL
    Glendale, CA
    Hawthorne, CA
    Jacksonville, FL
    Laguna Hills, CA
    Lake Forest, CA
    Fountain Valley, CA
  • 2008-04-25 → 2008-06-26
    Td Ameritrade, Inc.
    Scottsdale, AZ
  • 2008-04-25 → 2008-06-26
    Td Ameritrade Investment Management, Llc
    Scottsdale, AZ
  • 2007-03-13 → 2007-10-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Phoenix, AZ
  • 2006-12-19 → 2007-01-16
    Usaa Investment Services Company
    Phoenix, AZ
  • 2001-09-20 → 2002-11-11
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Other Businesses

(1.) Coldwell Banker, 04/2023, Referral Agent; Irvine, CA; Not Investment Related; Approximate number of 1 hour per week & 1 hour during trading hours; introduces individuals to licensed real estate agents (2.) Independent Licensed insurance Agent; 01/2012; Investment Related; California - Licensed; Life & Health, and Annuity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-13
S66 Uniform Combined State Law Examination 2006-12-02
  • S63 Uniform Securities Agent State Law Examination
    2024-08-13
  • S66 Uniform Combined State Law Examination
    2006-12-02
Other Names
  • Tim Safieh
  • Timothy Safieh
  • Timothy Michael Safieh
  • Timothy Michael
  • Timothy Michael Safieh
  • Timothy M Safieh

View on SEC IAPD

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