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949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-02 |
| CA | RA | APPROVED | 2017-04-07 |
Branch Locations
949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Tomasi Inc. | Long Beach | CA | 01/2000 | 02/2021 |
| Lpl Financial Llc | Long Beach | CA | 12/2010 | Present |
| Cs Tomasi Wealth Management | Costa Mesa | CA | 07/2017 | Present |
| Lpl Financial Llc | Long Beach | CA | 12/2010 | 09/2017 |
1) Christiane Tomasi; investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Outside insurance sales; Licensed insurance agent; Since December 2010 (through LPL Financial); approx 1-2 hrs/mo. outside trading hours; insurance sales, including annuities and variable products. 2) CS TOMASI Wealth Management; non-investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Tax return preparation; Owner; Since 1994; approx 80 hrs/mo. during tax season & 50 hrs/mo. in off-season; 0 hrs/mo. during trading hours; Tax return preparation and tax guidance. 3) 02/03/2025 - CS TOMASI Wealth Management - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/1994 - 60 Hrs/Mth - 0 Hrs During Trading. 4) 08/10/2017 - CS TOMASI WEALTH MANAGEMENT - Investment Related -Registered Investment Advisor Hybrid -, Long Beach, CA - Start Date:04/12/2017 - 150 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through CS Tomasi Wealth Management, an independent investment advisor firm. I started this business activity in 04/12/2017. I expect to spend approximately [150 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 03/13/2019 - CHRISTIANE TOMASI - Miami, FL -Real Estate Rental - Investment Related - Start Date:02/01/2019 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-09 |
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