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22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-28 |
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Thousand Oaks | CA | 01/2013 | 04/2017 |
| Citibank, N.A. | Agoura Hills | CA | 04/2017 | 08/2018 |
| U.S. Bank | Beverly Hills | CA | 09/2018 | 03/2020 |
| U.S. Bancorp Investments, Inc. | Beverly Hills | CA | 09/2018 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Newbury Park | CA | 04/2020 | 01/2023 |
| Wells Fargo Bank, Na | Newbury Park | CA | 04/2020 | 01/2023 |
| Fsc Securities Corporation | Westlake Village | CA | 01/2023 | 11/2023 |
| Osaic Wealth, Inc. | Westlake Village | CA | 11/2023 | 11/2024 |
| Zephyr Investment Management | Westlake Village | CA | 07/2022 | 01/2025 |
| Tamar Securities, Llc | Woodland Hills | CA | 03/2025 | Present |
| Tamar Securities, Llc | Woodland Hills | CA | 04/2025 | Present |
| Jp Morgan Chase Bank | Thousand Oaks | CA | 01/2013 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-04 |
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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