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500 Newport Center Drive Ste 500, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
500 Newport Center Drive, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tarbox Group, Inc. | Newport Beach | CA | 01/1985 | Present |
MS. TARBOX IS A CALIFORNIA-LICENSED PRIVATE FIDUCIARY AND IN THIS CAPACITY MAY SERVE PERSONALLY AS AN EXPERT WITNESS, GUARDIAN OR TRUSTEE, BUT DOES NOT DO SO FOR ANY OF THE TARBOX GROUP'S ACCOUNTS. THE BUSINESS WAS ESTABLISHED AS A SOLE PROPRIETORSHIP IN JANUARY 2013 UNDER THE DBA TARBOX PRIVATE FIDUCIARY SERVICES AND USES THE MAILING ADDRESS 500 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660. DUTIES MAY INCLUDE EXPERT REPORT PREPARATION OR TESTIMONY, AND IN THE CASE OF FIDUCIARY SERVICES, MANAGING REAL ESTATE OR FINANCIAL ASSETS, RELATIONSHIPS WITH BENEFICIARIES, PROCESSING DISTRIBUTIONS, AND FILING TAX RETURNS. THIS WORK TYPICALLY INVOLVES LESS THAN 10 HOURS PER MONTH, NORMALLY ON WEEKENDS OR AFTER TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-21 |
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