Best Investors Account Sign in
Current Employers
Penmar Wealth Management Llc

Santa Monica, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-25
CA RA APPROVED 2025-12-15
  • NJ RA
    APPROVED
    Since 2026-03-25
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Santa Monica, CA • United States

Cherry Hill, NJ • 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
Penmar Wealth Management Llc Santa Monica CA 12/2025 Present
Tonoff Financial Services, Inc. Cherry Hill NJ 08/2008 Present
Other Businesses

(1) Tonoff Financial Services, Inc.; Yes; Cherry Hill, NJ; Insurance Services; President/Insurance Agent; 08/2008; 30/ HRS MO; 30/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
S63 Uniform Securities Agent State Law Examination 1991-02-04
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
  • S63 Uniform Securities Agent State Law Examination
    1991-02-04

View on SEC IAPD

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor