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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplyrich | Fallbrook | CA | 08/2015 | 06/2021 |
| Csa San Diego County | San Diego | CA | 09/2019 | Present |
| Thrive Portfolios | San Diego | CA | 09/2022 | 10/2022 |
| Eckman Wealth Management, Llc | San Diego | CA | 10/2024 | 03/2025 |
| Portfolio Medics | Bonita Springs | FL | 04/2025 | Present |
| Finra | San Diego | CA | 03/2025 | Present |
Mr. Antman also works with the CSA San Diego County, a non-profit organization funded by the Department of Housing and Urban Development under FHIP Grant FEO1900396. In this role Mr. Antman contracts as a housing tester. He spends approximately two hours a month in this activity. Mr. Antman is also an arbitrator for FINRA. In this role he will arbitrate and opine on disclosable events presented to him. He spends approximately three hours a month during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-11 |
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