Tatyana Moyseevna Bunich

Current Employers

Employment History

• 01/2006 → Present
  Financial 1 Tax Service
  Baltimore, MD
• 06/2013 → 03/2017
  Cabot Lodge Securities
  New York, NY
• 10/2015 → 03/2017
  Cl Wealth Management Llc
  New York, NY
• 04/2017 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2015-10-30 → 2017-05-05
  Cl Wealth Management Llc
  Baltimore, MD
  Columbia, MD

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1995 ADDRESS: 8850 Columbia 100 Parkway, Suite 403, Columbia MD 21045, United States DESCRIPTION: various types of fixed insurance (2) FINANCIAL 1 WEALTH POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/03/2016 ADDRESS: 19495 Biscayne Blvd., Suite 410, Aventura FL 33180, United States DESCRIPTION: (1) 100% OWNER OF DBA FINANCIAL 1 WEALTH MANAGEMENT GROUP ALSO FINANCIAL 1 WEALTH OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES SINCE 2017. INVESTMENT RELATED. 60% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (3) FINANCIAL 1 TAX INC. POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2006 ADDRESS: 19495 Biscayne Blvd., Suite 410, Aventura FL 33180, United States DESCRIPTION: OFFERING TAX PREP SERVICES Non investment estate planning, tax planning, insurance and retirement planning. Additional address originally disclosed and documented in MD at 8850 Columbia 100 Parkway, Ste. 403, Columbia, MD 21045. (4) RENTAL PROPERTY POSITION: owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2006 ADDRESS: 3840 N 42ND TERRACE, 33021 FL 33021, United States DESCRIPTION: OWNER / MANAGER OF REAL ESTATE since 2006 (5) FINANCIAL 1 PUBLISHING POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 19495 Biscayne Blvd., Suite 410, Aventura FL 33180, United States DESCRIPTION: I wrote a book which was approved by IFG and to print I had to choose a publishing name, its Financial 1 Publishing. Its not an entity or anything just used in the book for publishing. I am an author and the book is for sale on Amazon. We give the book out to prospects and clients (6) F1SPORTSGROUP, INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/04/2026 ADDRESS: 19495 Biscayne Blvd., Suite 410, Aventura FL 33180, United States DESCRIPTION: Owner of F1SPORTSGROUP, INC. managing Tax Preparation/Accounting/Bookkeeping/CPA, Attorney, Legal Services

Exams

• S66 Uniform Combined State Law Examination
  2015-10-28
• S63 Uniform Securities Agent State Law Examination
  1993-12-16

Other Names

• Tanya Bunich
• Tanya Spern