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3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-26 |
Branch Locations
300 W. Glenoaks Blvd Suite 202, Glendale, CA 91202 • United States
3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Glendale | CA | 08/2012 | Present |
| Park Avenue Securities | Glendale | CA | 06/2013 | 09/2018 |
| Lazari Capital Management, Inc. | Glendale | CA | 10/2018 | Present |
| Wynn & Wynn Financial | Glendale | CA | 06/2011 | 11/2017 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 01/2019 | 12/2021 |
| Lyndhurst Securities, Inc. | Glendale | CA | 09/2022 | Present |
1) INSURANCE SALES - 300 W. GLENOAKS BLVD, SUITE 202 GLENDALE, CA 91202; SOLE PROPRIETOR; INDENTIFYING INSURANCE NEEDS FOR PROSPECTIVE AND EXISTING CLIENTS; NON INVESTMENT RELATED; <10% OF TIME SPENT 2) LAZARI CAPITAL MANAGEMENT - 300 W. GLENOAKS BOULEVARD, SUITE 202, GLENDALE, CA 91202; INVESTMENT ADVISOR REPRESENTATIVE, INVESTMENT PORTFOLIO MANAGEMENT; INVESTMENT RELATED BUSINESS; 80% OF TIME SPENT 3) DBA: IRON HILL WEALTH MANAGEMENT (DBA OF LAZARI CAPITAL MANAGEMENT, INC.) - 300 W. GLENOAKS BLVD, SUITE 202, GLENDALE, CA 91202; DBA USED FOR LAZARI CAPITAL MANAGEMENT BUSINESS TRANSACTED IN GLENDALE, CA OFFICE ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-13 |
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