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Amar N Shah

Client First Capital, LLC

San Diego, CA

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Current Employers
Client First Capital, Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
TX RA APPROVED_RES 2019-04-08
  • CA RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED_RES
    Since 2019-04-08

Branch Locations

San Diego, CA • 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
Usaa Financial Advisors, Inc San Diego CA 02/2011 04/2019
Usaa Financial Planning Services San Diego CA 02/2011 04/2019
Usaa Investment Management Company San Antonio TX 01/2018 04/2019
Client First Capital, Llc San Diego CA 04/2019 Present
  • 02/2011 → 04/2019
    Usaa Financial Advisors, Inc
    San Diego, CA
  • 02/2011 → 04/2019
    Usaa Financial Planning Services
    San Diego, CA
  • 01/2018 → 04/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 04/2019 → Present
    Client First Capital, Llc
    San Diego, CA
Previous Registrations
  • 2018-01-08 → 2019-04-26
    Usaa Investment Services Company
    San Antonio, TX
  • 2011-03-22 → 2018-01-08
    Usaa Financial Planning Services
    San Diego, CA
    San Diego, CA
  • 2010-01-19 → 2010-09-16
    Chase Investment Services Corp.
    New York, NY
  • 2004-09-15 → 2010-01-04
    Ameriprise Financial Services, Llc
    Riverside, CA
    Corona, CA
    Corona, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-23
  • S66 Uniform Combined State Law Examination
    2004-07-23
Designations

View on SEC IAPD

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