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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-18 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
100 North Westlake Boulevard Suite 201, Westlake Village, CA 91362 • United States
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-12-07 |
Branch Locations
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
100 N. Westlake Blvd. #201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-12-07 |
Branch Locations
100 N. Westlake Blvd. #201, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fmb Wealth Management | Thousand Oaks | CA | 03/2009 | Present |
| Fmb Retirement Services | Thousand Oaks | CA | 11/2012 | Present |
| Indivisible Partners Llc | Clearwater | FL | 05/2026 | Present |
| Fmb Insurance Services | Westlake Village | CA | 01/2016 | Present |
FMB Insurance Services. Not investment-related. Located in Westlake Village, California. FMB Insurance Services sells Life and Health Insurance products. Mr. Fields is President and an Insurance Agent of FMB Insurance Services beginning in January 2016 and is still presently in these positions. The duties of these positions include reviewing client cases for recommendation and execution of insurance where applicable. He spends approximately 20 hours per month on this business and 5 hours a week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-16 |
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