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14471 Chambers Road Suite 208, Tustin, CA 92780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-27 |
| TX | RA | APPROVED | 2016-10-27 |
Branch Locations
14471 Chambers Road Suite 208, Tustin, CA 92780 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2016 | Present |
| Rmr Capital Management, Llc | Tustin | CA | 10/2016 | Present |
| American Express Financial Advisors Inc. | Long Beach | CA | 02/1999 | 10/2016 |
| Ids Life Insurance Company | Long Beach | CA | 02/1999 | 10/2016 |
1. RMR Capital Management, LLC-Investment Related Business- 17822 E 17th St Suite 310 Tustin, CA 92780- Financial Advisory Firm- Owner, President- Sept 2016 Start Date- 160 Hours/month-8 hours during securities trading hours- Managing the financial planning and money management for 60 clients. 2. PKS Financial Services. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Agent. 09/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 3. David V.O. Cover Band. Not Investment Related. Music. Drummer. Started 11/1/2019. 12 hours per month, none during trading hours. Plays drums in cover band.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-16 |
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