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155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-27 |
| AZ | RA | APPROVED | 2013-03-11 |
Branch Locations
155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newmark Capital Management, Llc | Tempe | AZ | 08/2011 | 12/2020 |
| Seros Financial Llc | Tempe | AZ | 02/2013 | Present |
| Opulence Fund, Llc | Tempe | AZ | 05/2012 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 10/2013 | Present |
| Lala'S Bay Llc | Chandler | AZ | 06/2021 | Present |
| Samsara Rental | Las Vegas | NV | 11/2024 | Present |
1.) SEROS FINANCIAL - ADVISOR - REGISTERED INVESTMENT ADVISOR - TEMPE, AZ - SINCE 09/2011 - INVESTMENT RELATED 2.) SEROS FINANCIAL LLC - INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE - TEMPE, AZ - SINCE 07/2011 - NOT INVESTMENT RELATED 3.) OPULENCE FUND, LLC - OWNER - ADMIN SERVICES - TEMPE, AZ - SINCE 05/2012 - NOT INVESTMENT RELATED 4.) LALA'S BAY LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHANDLER, AZ - SINCE 06/2021 - INVESTMENT RELATED 5.) SEROS FINANCIAL - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - TEMPE, AZ - SINCE 08/2022 - INVESTMENT RELATED 6.) SAMSARA RENTAL - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LAS VEGAS, NV - SINCE 11/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-12 |
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