Tambra Jw Estill

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2017
  Massmutual
  Saratoga Springs, NY
• 08/2016 → 09/2017
  Mml Investors Services
  Saratoga Springs, NY
• 10/2017 → 11/2018
  The Investment Center Inc
  Ballston Spa, NY
• 12/2018 → 01/2019
  Unemployed
  Ballston Spa, NY
• 01/2019 → 03/2019
  Happy Tax Franchising Llc
  Miami, FL
• 03/2019 → Present
  Cadaret, Grant & Co., Inc.
  Burnt Hills, NY
• 07/2024 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2021-05-04 → 2024-07-10
  Cadaret, Grant & Co., Inc.
  Latham, NY
  Clifton Park, NY
  Burnt Hills, NY

Other Businesses

1. STRAIGHTLINE STRATEGIES LLC, DBA Branches + Roots Tax, 690 Saratoga Road #127, Burnt Hills, NY, 12027, Owner since 1/6/2020, tax preparation, business financial statements, Insurance Sales & Services 32 hours per month, 4 during trading, not investment related. 2. C.R.E.A.T.E. Community Studios, Treasurer since 1/2021, 140 Erie Blvd, Schenectady, NY, 12305 the treasurer is an executive and voting member of the board, lead in financial oversight, 1 hour per month, not investment related. 3. BOLD CLARITY LLC, Investment related, ADDRESS: 92 Congress Street, Saratoga Springs, NY 12866, NATURE: Advisor is sole member of the LLC. START DATE: 02/08/2024, NUMBER OF HOURS: 160 hrs per month, 127 during securities trading hours, DESCRIPTION: Owner/President of service company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-10
• S63 Uniform Securities Agent State Law Examination
  2016-10-14

Other Names

• Tammy Jean Wohlleb
• Tammy J.W. Estill
• Tambra J W Estill