Azeb Gessesse Clark

Employer firm

Dba Tana Investment Advisors CRD 144392

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2010 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2007-05-18 → 2010-03-31
  Next Financial Group, Inc.
  Houston, TX
  San Francisco, CA
• 2007-05-07 → 2007-05-23
  Brecek & Young Advisors, Inc.
  San Francisco, CA
  San Francisco, CA
• 2007-04-02 → 2007-05-10
  Morgan Stanley & Co. Llc
  Oakland, CA
• 2003-08-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Oakland, CA
  Oakland, CA

Other Businesses

1) GATEWAY FINANCIAL ADVISORS INC, 4101 DUBLIN BLVD STE F PMB 57, DUBLIN, CA, 4/2010 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/MO - 2/TRADING. 2) TANA INVESTMENT ADVISORS, 870 MARKET ST #1163, SAN FRANCISCO, CA, 8/2007 AS OWNER/PRINCIPAL/ADVISORY REP OF A RIA. INV REL - 0 HRS. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2010 AS ADVISORY REP OF A RIA. INV REL - 60/WK - 30/TRADING. 4) MALCOLM CLARK DBA BAHO RENTALS, 539 7th avenue, San Francisco CA 94118, 12/2022, Owner, Room Rental in Home, NIR, 5 HR/MO - 0 HR/MO Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-22

Other Names

• Azeb Gessesse
• Azeb G Clark
• Azeb Clark