Inactive

Tara Helen Koda

California Capital Management

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Current Employers

California Capital Management

2520 West Olive Avenue Suite 300, Burbank, CA 91505 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-28

CA RA
APPROVED

Since 2026-04-28

Branch Locations

2520 West Olive Avenue Suite 300, Burbank, CA 91505 • 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

Organization	City	State	From	To
Environet Inc.	Woodland Hills	CA	08/2017	06/2023
In Home Support Services	Woodland Hills	CA	01/2021	03/2026
California Capital Management	Burbank	CA	07/2023	06/2024
California Capital Management	Burbank	CA	06/2024	Present
Unemployed	Woodland Hills	CA	04/2016	07/2017

08/2017 → 06/2023

Environet Inc.

Woodland Hills, CA
01/2021 → 03/2026

In Home Support Services

Woodland Hills, CA
07/2023 → 06/2024

California Capital Management

Burbank, CA
06/2024 → Present

California Capital Management

Burbank, CA
04/2016 → 07/2017

Unemployed

Woodland Hills, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-28

S65 Uniform Investment Adviser Law Examination

2026-02-28

View on SEC IAPD

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ANAHID DANA LUKE

MARIA ISABEL THORNE

ROBERT GEORGE CHIRANIAN

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DANIEL BRYAN ALDRICH

Other Offices

CETERA INVESTMENT ADVISERS LLC · BURBANK, CA

STATE FARM INVESTMENT MANAGEMENT CORP. · Burbank, CA

J.P. MORGAN SECURITIES LLC · BURBANK, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Burbank, CA

LPL FINANCIAL LLC · BURBANK, CA

LPL FINANCIAL LLC · BURBANK, CA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Burbank, CA

J.P. MORGAN SECURITIES LLC · NORTH HOLLYWOOD, CA

More in Burbank, CA

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