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Shay Tahar

American Money Management, LLC

Rancho Santa Fe, CA

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Current Employers
American Money Management, Llc

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-03
  • CA RA
    APPROVED
    Since 2024-10-03

Branch Locations

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • 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
Coastline_Dc Inc Woodland Hills CA 01/2017 03/2020
Full-Time Education Woodland Hills CA 08/2014 06/2022
Full-Time Education San Diego CA 08/2022 06/2024
Trader Joe's San Diego CA 06/2023 06/2024
American Money Management Rancho Santa Fe CA 06/2024 Present
Cali Camp Topanga CA 06/2021 08/2023
  • 01/2017 → 03/2020
    Coastline_Dc Inc
    Woodland Hills, CA
  • 08/2014 → 06/2022
    Full-Time Education
    Woodland Hills, CA
  • 08/2022 → 06/2024
    Full-Time Education
    San Diego, CA
  • 06/2023 → 06/2024
    Trader Joe's
    San Diego, CA
  • 06/2024 → Present
    American Money Management
    Rancho Santa Fe, CA
  • 06/2021 → 08/2023
    Cali Camp
    Topanga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

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Other Offices

MORGAN STANLEY · RANCHO SANTA FE, CA
MORGAN STANLEY · RANCHO SANTE FE, CA
ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Santa Fe, CA
DARK HORSE ADVISORS LLC · Rancho Santa Fe, CA
LPL FINANCIAL LLC · RANCHO SANTA FE, CA
EAGLE STRATEGIES LLC · Rancho Santa Fe, CA
U.S. BANCORP ADVISORS, LLC · Rancho Santa Fe, CA

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