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Advisor at TAMALPAIS ASSET MANAGEMENT
Long Beach, CA | LARKSPUR, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TAMALPAIS ASSET MANAGEMENT | Independent wealth | Aug 6, 2026 | n/a | yes | Long Beach, CA|LARKSPUR, CA | Current employment |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Jan 2, 2014 | Aug 5, 2026 | no | SEAL BEACH, CA|WAUKESHA, WI|LONG BEACH, CA|LONG BEACH, CA|LONG BEACH, CA | Previous registration |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Oct 30, 2012 | Dec 31, 2013 | no | WAUKESHA, WI|SEAL BEACH, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Nov 2, 2012 | no | Chino Hills, CA|SEAL BEACH, CA | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | May 2, 2008 | Jan 6, 2012 | no | ANAHEIM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | TAMALPAIS ASSET MANAGEMENT | Aug 5, 2026 | Aug 6, 2026 | 1 | Firm change | RIA to RIA |
| THE STRATEGIC FINANCIAL ALLIANCE | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Dec 31, 2013 | Jan 2, 2014 | 2 | Bulk transfer | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | THE STRATEGIC FINANCIAL ALLIANCE | Nov 2, 2012 | Oct 30, 2012 | -3 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158292:301017:CA:2026-08-05 | Aug 5, 2026 | Aug 6, 2026 | LONG BEACH, CA | Firm change |