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14945 Ventura Blvd. Suite 224, Sherman Oaks, CA 91403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
14945 Ventura Blvd. Suite 224, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartmasser & Company Cpa | Beverly Hills | CA | 08/1994 | Present |
| Wealth Resources Group | Beverly Hills | CA | 07/2005 | 11/2019 |
| Kb Private Wealth Management Group Llc | Beverly Hills | CA | 06/2020 | Present |
1) BARTMASSER & CO, CPAS; NON-INVESTMENT-RELATED; 8913 W OLYMPIC BOULEVARD, SUITE 205, BEVERLY HILLS, CA 90211; OWNER AND CERTIFIED PUBLIC ACCOUNTANT; PROVIDES INCOME TAX PREPARATION AND ACCOUNTING SERVICES; START DATE: 02/2005; 160 HOURS/MONTH. 2) CA REAL ESTATE AGENT; NOT-INVESTMENT-RELATED; 8913 W OLYMPIC BOULEVARD, SUITE 205, BEVERLY HILLS, CA 90211; START DATE: 10/1984; REAL ESTATE AGENT/BROKER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-13 |
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