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900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-16 |
Branch Locations
900 Larkspur Landing Circle Suite 100, Larkspur, CA 94939 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | King Of Prussia | PA | 05/2014 | 03/2022 |
| Calamar Financial Group, Llc | Wheatfield | NY | 07/2023 | Present |
| Unemployed | San Francisco | CA | 04/2022 | 07/2023 |
| Tamalpais Asset Management, Llc | Larkspur | CA | 02/2023 | Present |
Tamalpais Asset Management The business is investment-related Address: 900 Larkspur Landing Circle, Suite 100, Larkspur, CA 94939 The firm is a Register Investment Advisor My position/title: Retirement Plan Consultant Start Date: June 19, 2023 The role is full time so I devote 160 hours a month I help small and mid-sized businesses develop and maintain retirement plans. In addition, I provide wealth management services to individuals I will work at the firm's address (above) 75 - 100% of the time; the remainder would be from my home office at 243 4th Ave, San Francisco, CA 94118.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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