Best Investors Account Sign in
Inactive

Michael J Nozzarella

Tarbox Family Office, Inc.

Newport Beach, CA

Claim This Profile
Current Employers
Tarbox Family Office, Inc.

500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-28
CA RA APPROVED 2004-04-29
  • TX RA
    APPROVED
    Since 2024-03-28
  • CA RA
    APPROVED
    Since 2004-04-29

Branch Locations

500 Newport Center Drive Suite 500, Newport Beach, CA 92660 • 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
The Tarbox Group, Inc. Newport Beach CA 01/1999 Present
  • 01/1999 → Present
    The Tarbox Group, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
Designations

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor