Sagar Parikh

Current Employers

Employment History

• 01/2005 → Present
  Parikh, Mehta & Associates
  Tustin, CA
• 01/2013 → 03/2019
  Silber Bennett Financial, Inc.
  Sherman Oaks, CA
• 12/2018 → 06/2019
  Woodbury Financial Services Inc
  Tustin, CA
• 02/2019 → 12/2024
  Spm Investment Management Dba Coordinate Wealth
  Tustin, CA
• 05/2019 → Present
  Emerson Equity, Llc
  San Mateo, CA
• 05/2019 → Present
  Emerson Equity, Llc
  San Mateo, CA
• 10/2022 → Present
  Pma Wealth Management, Inc.
  Tustin, CA

Previous Registrations

• 2019-02-08 → 2024-12-17
  Coordinate Wealth
  Tustin, CA
• 2018-12-19 → 2019-06-11
  Woodbury Financial Services, Inc.
  Tustin, CA
  Tustin, CA
  San Diego, CA
• 2013-01-11 → 2018-12-31
  Silber Bennett Financial, Inc.
  Encino, CA
  Encino, CA
  Tustin, CA
• 2010-04-28 → 2013-01-03
  American Independent Securities Group, Llc
  Los Angeles, CA
  Tustin, CA
  Eagle, ID
  Eagle, ID
• 2009-10-30 → 2010-04-26
  Empire Securities Corporation
  El Segundo, CA
  El Segundo, CA
  Brea, CA
  El Segundo, CA
• 2008-09-24 → 2009-10-16
  Cambridge Investment Research Advisors, Inc.
  Diamond Bar, CA

Other Businesses

1)-PARIKH, MEHTA & ASSOCIATES-NOT INVESTMENT RELATED; CPA SERVICES; PARTNER, 150 EL CAMINO REAL STE 206, TUSTIN, CA 92780; STAFF MANAGEMENT; TAX PREPERATION; GENERAL BUSINESS MANAGEMENT; 8 HOURS DURING SECURITIES TRADING HOURS, 01/2015 2) PMA WEALTH MANAGEMENT INC.-INVESTMENT RELATED REGISTERED INVESTMENT ADVISOR 150 EL CAMINO REAL STE 206, TUSTIN, CA 92780, OWNER, MANAGING CLIENT ASSETS, DISCUSSIONS WITH CLIENTS AS NEEDED, MARKET RESEARCH, 20 HRS PER MONTH, 4-5 HRS WEEKLY DURING SECURITIES TRADING HOURS, 11/2022

Exams

• S66 Uniform Combined State Law Examination
  2008-09-22

Other Names

• Sagar K Parikh