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Mary Elizabeth Sigler

Tarbox Family Office, Inc.

Newport Beach, CA

CRD 2280110

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Employer firm

Tarbox Family Office, Inc. CRD 106079

$954M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tarbox Family Office, Inc.

500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-02-21
  • CA RA
    APPROVED
    Since 2014-02-21

Branch Locations

500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • 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
The Tarbox Group, Inc. Newport Beach CA 02/2014 Present
  • 02/2014 → Present
    The Tarbox Group, Inc.
    Newport Beach, CA
Previous Registrations
  • 2008-02-14 → 2008-03-05
    Oakwood Capital Management Llc
    Long Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-07-10
  • S63 Uniform Securities Agent State Law Examination
    1995-07-10
Designations
  • Chartered Financial Analyst
Other Names
  • Mary Elizabeth Stepp
  • Mary Elizabeth Smith
  • Mary Elizabeth Busch
  • Mary Elizabeth Smith

View on SEC IAPD

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WILLIAM ERIC BLANTON
Travis L. Shirley
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OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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