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Inactive

Daniel Shalom Itzhaki

Tamar Securities, LLC

Woodland Hills, CA

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Current Employers
Tamar Securities, Llc

22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-13
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-10-13
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Li Investments, Llc Los Angeles CA 08/2017 12/2019
Tamar Securities, Llc Woodland Hills CA 04/2020 Present
Yeshiva University High School Los Angeles CA 08/2013 06/2017
Moorpark College Moorpark CA 08/2017 08/2020
California State University, Northridge Northridge CA 08/2020 Present
  • 08/2017 → 12/2019
    Li Investments, Llc
    Los Angeles, CA
  • 04/2020 → Present
    Tamar Securities, Llc
    Woodland Hills, CA
  • 08/2013 → 06/2017
    Yeshiva University High School
    Los Angeles, CA
  • 08/2017 → 08/2020
    Moorpark College
    Moorpark, CA
  • 08/2020 → Present
    California State University, Northridge
    Northridge, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-07
  • S65 Uniform Investment Adviser Law Examination
    2020-01-07

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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