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Inactive

Tuvshinjargal T Odeh

Shira Ridge Wealth Management

San Rafael, CA

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Current Employers
Shira Ridge Wealth Management

999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-06
  • CA RA
    APPROVED
    Since 2024-05-06

Branch Locations

999 Fifth Avenue Suite 590, San Rafael, CA 94901 • 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
Unemployed San Francisco CA 09/2022 12/2022
Eqis Capital Management San Rafael CA 08/2017 09/2022
Trader Joe's San Francisco CA 11/2012 08/2017
Lpl Financial Walnut Creek CA 12/2022 11/2023
Wealth Enhancement Group Walnut Creek CA 12/2022 11/2023
Wealth Enhancement Advisory Services Walnut Creek CA 04/2023 11/2023
Wealth Enhancement Brokerage Services Walnut Creek CA 04/2023 11/2023
Unemployed San Francisco CA 12/2023 04/2024
Shira Ridge Wealth Management Larkspur CA 05/2024 Present
  • 09/2022 → 12/2022
    Unemployed
    San Francisco, CA
  • 08/2017 → 09/2022
    Eqis Capital Management
    San Rafael, CA
  • 11/2012 → 08/2017
    Trader Joe's
    San Francisco, CA
  • 12/2022 → 11/2023
    Lpl Financial
    Walnut Creek, CA
  • 12/2022 → 11/2023
    Wealth Enhancement Group
    Walnut Creek, CA
  • 04/2023 → 11/2023
    Wealth Enhancement Advisory Services
    Walnut Creek, CA
  • 04/2023 → 11/2023
    Wealth Enhancement Brokerage Services
    Walnut Creek, CA
  • 12/2023 → 04/2024
    Unemployed
    San Francisco, CA
  • 05/2024 → Present
    Shira Ridge Wealth Management
    Larkspur, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-22
  • S66 Uniform Combined State Law Examination
    2023-04-22
Other Names
  • Tuvshin Odeh

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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