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Current Employers
Ridgewood Investments

623 Morris Avenue, Springfield, NJ 07081 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-04
  • CA RA
    APPROVED
    Since 2018-05-04

Branch Locations

9465 Wilshire Boulevard 3Rd Floor, Beverly Hills, CA 90212 • 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
Grand Slam Asset Management Fort Lee NJ 01/2012 05/2017
Ridgewood Investments Millburn NJ 01/2018 Present
Self Employed Los Angeles CA 06/2017 12/2017
Ridgewood Investments Beverly Hills CA 06/2024 Present
  • 01/2012 → 05/2017
    Grand Slam Asset Management
    Fort Lee, NJ
  • 01/2018 → Present
    Millburn, NJ
  • 06/2017 → 12/2017
    Self Employed
    Los Angeles, CA
  • 06/2024 → Present
    Beverly Hills, CA
Other Businesses

Mr. Namiri serves as a volunteer member of the Finance Committee for the Beverly Hills Unified School District. Duties include attending approximately 3-4 advisory meetings per year to review the district's operational budget and provide feedback to the Board of Education. This is a non-compensated, community service position. Mr. Namiri has no discretionary authority over district funds or investment selection.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
Other Names
  • Sam Namiri-Kalantari
  • Sammy Namiri
  • Sammy Namiri-Kalantari

View on SEC IAPD

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