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Thousand Oaks, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-04-03 |
| ID | RA | APPROVED | 2024-02-23 |
| FL | RA | APPROVED | 2022-03-23 |
| TX | RA | APPROVED | 2022-02-17 |
| CA | RA | APPROVED | 2019-01-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Shidoosh Wealth Management Llc | Thousand Oaks | CA | 12/2018 | Present |
| Shidoosh Wealth Management Llc | Thousand Oaks | CA | 12/2018 | Present |
| Unionbanc Investment Services, Llc | Sherman Oaks | CA | 09/2016 | 12/2018 |
| Morgan Stanley | Woodland Hills | CA | 03/2013 | 10/2016 |
1) Shidoosh Wealth Management LLC; Investment Related; Thousand Oaks, CA; Insurance Agent; 12/2018; Approximately 80hrs/month during trading hours. 2) Fathom Realty; Realtor; Not investment related; 6628 W 87th Place Los Angeles CA 90045; real estate broker or dealer; Real Estate Services; 2019-08-29; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-06 |
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