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11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-18 |
Branch Locations
11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141 • United States
San Diego, CA • United States
San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-12 |
Branch Locations
San Diego, CA • 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 |
|---|---|---|---|---|
| Independent Financial Group Llc | Newport | CA | 05/2016 | 09/2016 |
| Centaurus Financial, Inc. | Anaheim | CA | 09/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 02/2017 | 08/2019 |
| Golzar Investment Group Llc | Irvine | CA | 02/2021 | Present |
| Mag Supply Llc | Irvine | CA | 10/2020 | Present |
| Ane Supply Llc | Irvine | CA | 05/2019 | Present |
| Vestech Securities, Inc. | Saint Louis | MO | 06/2021 | Present |
the name of the other business: ANE Supply LLC whether the business is investment-related: No the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: E-Commerce Business/Amazon Dropship your position, title, or relationship with the other business: Partner the start date of your relationship: May 2019 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: general partner duties in the business the name of the other business: MAG Supply LLC whether the business is investment-related: No the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: E-Commerce Business/Amazon Dropship your position, title, or relationship with the other business: Partner the start date of your relationship: October 2020 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: general partner duties in the business the name of the other business: Golzar Investment Group LLC whether the business is investment-related: Yes the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: State registered investment advisor your position, title, or relationship with the other business: Owner the start date of your relationship: February 2020 the approximate number of hours/month you devote to the other business: 30 the number of hours you devote to the other business during securities trading hours: 30 briefly describe your duties relating to the other business: management of client investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-04 |
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