Sam Farhoumand

Current Employers

Employment History

• 06/2004 → Present
  Teachers Retirement Services
  Agoura Hills, CA
• 10/2017 → Present
  Legacy Financial
  Agoura Hills, CA
• 10/2017 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2021 → Present
  Strategic Investors Group, Inc.
  Calabasas, CA

Other Businesses

1) Legacy Financial-28720 Roadside Drive, Suite 315, Agoura Hills CA 91301 ; Investment related; Securities & insurance sales & svcs; Representative; Start date 10/2017; 80 hrs/mnth & during trading. 2) Teachers Retirement Services- 28720 Roadside Drive, Suite 315, Agoura Hills CA 91301; Insurance (FIAs & Life) sales & svcs; Insurance agent; Start date 6/2004; 80 hrs/mnth & during trading. 3) Strategic Investors Group Inc.; 24009 Ventura Blvd, Ste 230, Calabasas CA 91302; Start Date 8/6/2021; Owner; Tax and banking entity for the receipt of existing fixed/life insurance business income and paying of business expenses; 20 hrs/mo; 20 hrs/mo during trading NIR 4) POA/Trustee for cousin Michael Motamedi includes leadership of company Dandy & The Wit; 3192 Segesta Ave, Henderson NV 89044; POA/Temporary Company Officer; Oversee personal affairs of his cousin and provide leadership and guidance to staff to ensure projects continue to move forward for his cousin's marketing company; 10 hrs/mo; 0 hrs/mo during trading; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-17
• S63 Uniform Securities Agent State Law Examination
  2018-01-19