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.

Current firm

TOWNELEY CAPITAL MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 8, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Sep 8, 2007

First registration

Jun 17, 2013

Dual registered

no

Other names

OMID EFTEKHARI MOFRAD

IAPD individual key

5701936

• Occurred

  Aug 18, 2022
  Advisor changed firm

  Omid Eftekhari left Blackrock Investment Management, Llc for Towneley Capital Management, Inc. (registered 2022-12-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f13c775-66c6-3098-45db-ad3c41d2eeeb

First observed

Jun 17, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.