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Inactive

Mark Stephen Tennenbaum

Leyland Cypress, LLC

Long Beach, CA

Life Unlocked Partners LLC

Venice, CA

CRD 7497529

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Employer firm

Leyland Cypress, LLC CRD 322964

$2.15M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Leyland Cypress, Llc

Long Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-23
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

Long Beach, CA • United States

Life Unlocked Partners Llc

Venice, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-11
  • CA RA
    APPROVED
    Since 2022-05-11

Branch Locations

Venice, CA • 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
Tennenbaum & Kelly, Inc. Venice CA 01/2011 Present
Mailroute, Inc. Manhattan Beach CA 08/2012 Present
Scbi Online Store Llc Los Angeles CA 03/2016 Present
Life Unlocked Partners Llc Venice CA 12/2021 Present
Leyland Cypress Llc Long Beach CA 12/2023 Present
  • 01/2011 → Present
    Tennenbaum & Kelly, Inc.
    Venice, CA
  • 08/2012 → Present
    Mailroute, Inc.
    Manhattan Beach, CA
  • 03/2016 → Present
    Scbi Online Store Llc
    Los Angeles, CA
  • 12/2021 → Present
    Venice, CA
  • 12/2023 → Present
    Long Beach, CA
Other Businesses

Life UnLocked Partners LLC Registered Investment Advisor Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: investment advising Title: Chief Financial Officer Start date: 01/2021 Approx hours/month: 12 Hours devoted during securities trading hours: 0 Description of duties: Tennenbaum & Kelly, Inc. Investment Related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: consulting services Title: Chief Financial Officer Start date: 01/2011 Approx hours/month: 12 Hours devoted during securities trading hours: 0 Description of duties: monthly financial reporting, bank and client account reconciliation MailRoute, Inc. NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: email security Title: Chief Financial Officer Start date: 08/2012 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: monthly financial reporting, bank and client account reconciliation SCBI Online Store, LLC NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: Skincare Title: Chief Financial Officer Start date: 08/2011 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: monthly financial reporting, bank and client account reconciliation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06

View on SEC IAPD

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