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Inactive

Paul Rodriguez

Tamar Securities, LLC

Woodland Hills, CA

CRD 5604898

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Employer firm

Tamar Securities, LLC CRD 153991

$1.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Tamar Securities, Llc

22466 Ventura Boulevard, Woodland Hills, CA 91364 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

22466 Ventura Boulevard, Woodland Hills, CA 91364 • 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
U.S. Bancorp Advisors, Llc Glendale CA 12/2018 08/2024
Tamar Securities, Llc Woodland Hills CA 12/2025 Present
Unemployed Glendale CA 08/2024 12/2025
J.P. Morgan Securities Llc Los Angeles CA 10/2012 11/2018
Previous Registrations
  • 2018-12-06 → 2024-08-05
    U.S. Bancorp Advisors, Llc
    Glendale, CA
    Tempe, AZ
    Glendale, CA
  • 2012-10-01 → 2018-11-27
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 2010-04-28 → 2012-10-01
    Chase Investment Services Corp.
    Los Angeles, CA
  • 2008-12-17 → 2010-04-07
    Wells Fargo Investments, Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-16
  • S66 Uniform Combined State Law Examination
    2008-12-16

View on SEC IAPD

Nearby Firms

MERCER GLOBAL ADVISORS INC.
INDEPENDENT FINANCIAL GROUP, LLC
VENTURA ADVISORS

Nearby Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov

Nearby Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

More in Woodland Hills, CA

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