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Current Employers
Boulevard Investment Management Llc

2729 Wilshire Boulevard Suite 209, Santa Monica, CA 90403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-21
TX RA APPROVED 2021-06-18
  • CA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-06-18

Branch Locations

2729 Wilshire Boulevard Suite 209, Santa Monica, CA 90403 • 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
Boulevard Investment Management Llc Santa Monica CA 04/2021 Present
Self-Employed Santa Monica CA 02/2020 03/2021
Unemployed Santa Monica CA 06/2019 02/2020
Joel Mogy Investment Counsel, Inc. Beverly Hills CA 08/2011 05/2019
  • 04/2021 → Present
    Santa Monica, CA
  • 02/2020 → 03/2021
    Self-Employed
    Santa Monica, CA
  • 06/2019 → 02/2020
    Unemployed
    Santa Monica, CA
  • 08/2011 → 05/2019
    Joel Mogy Investment Counsel, Inc.
    Beverly Hills, CA
Designations
Other Names
  • Jeffrey Tomlinson

View on SEC IAPD

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