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22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| 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 |
|---|---|---|---|---|
| Buffernet, Inc. | Chino Hills | CA | 03/2014 | 01/2019 |
| Insurance Thought Leadership | Roseville | CA | 03/2014 | 01/2019 |
| Tamar Securities | Woodland Hills | CA | 01/2019 | Present |
| University Of Redlands School Of Business | Redlands | CA | 03/2015 | 01/2019 |
1) Estes Properties, LLC; Yes investment-related; Real Estate Investments and Development; General Partner; March 2022 Start Date; 12 hours per month spent on this activity; Manage personal real estate investment and development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-23 |
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