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Current Employers
International Asset Management

411 Borel Avenue Suite 502, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-10
TX RA APPROVED_RES 2013-12-12
  • CA RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED_RES
    Since 2013-12-12

Branch Locations

Emerald Hills, CA • United States

411 Borel Avenue Suite 502, San Mateo, CA 94402 • 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
Individual Asset Management, Inc. Menlo Park CA 09/2002 Present
  • 09/2002 → Present
    Individual Asset Management, Inc.
    Menlo Park, CA
Previous Registrations
Other Businesses

Tom Zachystal provides UK pension consulting services to US resident clients and may refer such clients to UK pension transfer and management firms.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-15
  • S65 Uniform Investment Adviser Law Examination
    2001-08-15
Designations

View on SEC IAPD

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