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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-18 |
Branch Locations
100 North Westlake Boulevard Suite 201, Westlake Village, CA 91362 • United States
114 Turner Street, Clearwater, FL 33756 • United States
100 N. Westlake Blvd. #201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-15 |
Branch Locations
100 N. Westlake Blvd. #201, Westlake Village, CA 91362 • United States
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-05 |
Branch Locations
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indivisible Partners Llc | Clearwater | FL | 05/2026 | Present |
| Fmb Wealth Management | Westlake Village | CA | 04/2021 | Present |
| Fmb Retirement Services | Westlake Village | CA | 03/2023 | Present |
| Fmb Wealth Management | Westlake Village | CA | 09/2017 | 01/2018 |
| Fmb Wealth Management | Westlake Village | CA | 04/2017 | 08/2017 |
| Unemployed | Thousand Oaks | CA | 07/2016 | 04/2017 |
| Fmb Wealth Management | Westlake Village | CA | 02/2018 | 04/2021 |
FMB Insurance Services. Not investment-related. Located in Westlake Village, California. FMB Insurance Services sells Life and Health Insurance products. Mr. Berman is an Insurance Agent of FMB Insurance Services beginning in January 2016 and is still presently in this position. The duties of this position include reviewing client cases for recommendation and execution of insurance where applicable. He spends approximately 20 hours per month on this business and 5 hours a week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
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