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22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| CA | RA | APPROVED | 2020-01-06 |
Branch Locations
22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly | MA | 08/2015 | 06/2017 |
| Bank Of America, N.A. | Beverly | MA | 11/2015 | 06/2017 |
| Silversage Advisors | Irvine | CA | 06/2017 | 04/2018 |
| Geneos Wealth Management | Irvine | CA | 06/2017 | 04/2018 |
| Geneos Wealth Mangement Inc | Irvine | CA | 04/2018 | 06/2019 |
| Silversage Advisors | Irvine | CA | 04/2018 | 06/2019 |
| Tamar Securities, Llc | Woodland Hills | CA | 06/2019 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2019 | Present |
1) TAMAR SECURITIES. INVESTMENT RELATED BUSINESS. LOCATED AT 22466 VENTURA BLVD, WOODLAND HILLS, CA 91364. NATURE OF BUSINESS IS FINANCIAL ADVICE. TITLE IS FINANCIAL ADVISOR. STARTED 7/1/2019. 40 HRS/WK - 30 DURING TRADING. DUTIES ARE WEALTH MANAGEMENT & FINANCIAL PLANNING. 2) DBA Firefighter's United. Investment Related. 22466 Ventura Blvd, Woodland Hills, CA 91364. RIA. Financial Advisor. Start 7/2019. 160 hours per month, 120 during trading. Financial planning and wealth management. 3) DBA 911 Financial Services. Investment Related. 22466 Ventura Blvd, Woodland Hills, CA 91364. RIA. Financial Advisor. Start 7/2019. 0 hours per month. Financial planning and wealth management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-04 |
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