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Omid Eftekhari

Towneley Capital Management, Inc.

Laguna Hills, CA

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Current Employers
Towneley Capital Management, Inc.

23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-02
TX RA APPROVED 2022-12-02
  • CA RA
    APPROVED
    Since 2022-12-02
  • TX RA
    APPROVED
    Since 2022-12-02

Branch Locations

23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • 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
Blackrock Investments, Llc Newport Beach CA 01/2013 08/2022
Towneley Capital Management, Inc Laguna Hills CA 12/2022 Present
Unemployed Anaheim CA 08/2022 12/2022
  • 01/2013 → 08/2022
    Blackrock Investments, Llc
    Newport Beach, CA
  • 12/2022 → Present
    Towneley Capital Management, Inc
    Laguna Hills, CA
  • 08/2022 → 12/2022
    Unemployed
    Anaheim, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-10-01
S65 Uniform Investment Adviser Law Examination 2007-09-08
  • S63 Uniform Securities Agent State Law Examination
    2009-10-01
  • S65 Uniform Investment Adviser Law Examination
    2007-09-08
Designations
Other Names
  • Omid Eftekhari Mofrad

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FUSION FINANCIAL
ADVISORS ON CALL
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
INTEGRITY ALLIANCE, LLC.

Other Investors

ERNEST DANIEL GARRETT
PAULA DURRANT
TRACY ANN KUNTZ
ROBYN LYNN CLARKE
Carlos Ortega
MARTIN DANIEL STANDISH
SCOTT JOLYON MONROE
BRIAN CRAIG MOSHENKO

Other Offices

CETERA INVESTMENT ADVISERS LLC · LAGUNA HILLS, CA
LPL FINANCIAL LLC · LAGUNA HILLS, CA
FUSION FINANCIAL · LAGUNA HILLS, CA
ADVISORS ON CALL · LAGUNA HILLS, CA
EQUITABLE ADVISORS, LLC · LAGUNA HILLS, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Hills, CA
EDWARD JONES · Laguna Hills, CA
INTEGRITY ALLIANCE, LLC. · Laguna Hills, CA

More in Laguna Hills, CA

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