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22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2020-01-06 |
| TX | RA | APPROVED | 2020-01-03 |
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 |
|---|---|---|---|---|
| Tamar Securities Llc | Woodland Hills | CA | 06/2010 | Present |
| Pursche Kaplan Sterling | Albany | NY | 06/2010 | Present |
1) TAMAR SECURITIES, LLC; RIA INVESTMENT RELATED; 22466 Ventura Blvd, Woodland Hills, CA 91364. CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR-INVESTMENTS; 6/11/2010; DEVOTES 160 HOURS PER MONTH SPENT DURING SECURITIES TRADING HOURS; PROVIDES INVESTMENT ADVISE PRETAINING TO FIXED INCOME AND EQUITY SECURITIES. 2) BRIGHTON ADVISORY GROUP; NOT INVESTMENT RELATED; 15928 VENTURA BLVD #204 ENCINO, CA 91436; INSURANCE/ESTATE PLANNING; PRESIDENT; START DATE 11/15/2010; 10 HRS/MONTH; 10 HRS/MONTH DURING SECURITY HOURS; REVIEW ESTATE ASSETS, WILLS & TRUSTS AS WELL AS INSURANCE NEEDS. 3) FIXED INSURANCE SALES - VARIOUS CARRIERS; STARTED 01/2014; 4 HRS PER MONTH, 0 DURING TRADING; SELL LIFE INSURANCE & LONG-TERM CARE INSURANCE; 4) OPI; WOOD RANCH INVESTOR FUND 2014 L.P.; COMMITMENT DATE 01/2014; PRIVATE ENTITY; 5)Tamar Investments. Investment Related. 22466 Ventura Blvd, Woodland Hills, CA 91364. Rental Property. General Partner. Start 10/2019. 4 hours per month not during trading. Supervising proper management of the building. 6) Stavinsky Investments, LLC; Wood Ranch Northridge, LLC, Wood Ranch Thousand Oaks, LLC, Wood Ranch Manhattan Beach, LLC, Wood Ranch Valencia, LLC, Wood Ranch Arcadia, LLC, Wood Ranch Cerritos, LLC, Wood Ranch San Diego, LLC, The Grove, Wood Ranch Rancho Santa Margarita, LLC, Wood Ranch Irvine, LLC, and Wood Ranch Corona, LLC; Investment-Related; 22466 Ventura Blvd, Woodland Hills, Ca 91364. Wood Ranch addresses are in the cities named in the LLC above; The Wood Ranch Investments are all in casual dining; I'm a passive general partner in all but the Wood Ranch Investments whereby I'm only a limited partner; 0 hours per month during securities trading hours and non-trading hours; Reviewing financial statements and getting brief updates of the investments. 7) PASSIVE INVESTMENT IN WOOD RANCH BBQ & GRILL; INVESTMENT RELATED; WOOD RANCH BBQ & GRILL, 28632 ROADSIDE DRIVE #100 ASPEN HILLS, CA 91301; RESTAURANT CHAIN; PASSIVE INVESTOR; START DATE 5/1998; 0 HRS/MONTH; 0 HRS/MONTH DURING SECURITIES HOURS; PASSIVE INVESTOR, RECEIVES DIVIDENDS/ROI. 8) GAPA, LLC; PASSIVE INVESTMENT; REAL ESTATE DEVELOPMENT; START DATE: 09/11 9) Tamar Securities, LLC dba Fire Fighters United Financial Services- Investment related- DBA of Tamar Securities LLC (RIA)- 22466 Ventura Blvd, Woodland Hills, CA 91364-1/2017-160 hrs/mth-100% during trading hrs-DBA for branding purposes. 10) Tamar Securities, LLC dba 911 Financial Services-Investment related- DBA of Tamar Securities, LLC (RIA)- 22466 Ventura Blvd, Woodland Hills, CA 91364. Start 1/2017. 160 hrs/mth-100% during trading hrs-The DBA, is for branding purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-19 |
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