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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TAMAR SECURITIES, LLC

CRD 153991

WOODLAND HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:823d3080-c2b9-a6c3-758c-b048a8f9232b

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 9
On other graphs: 0
Observed: Feb 17, 2012 to Apr 10, 2026
55 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=8.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $89.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 18
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6,772
Individual clients: 3,999
High net worth clients: 199
Custody, client assets: $142M
SEC number: 801-71532
CIK: 1703081
CRD: 153991
Filings on the tape: 55
First filed: Feb 17, 2012
Latest filed: Apr 10, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMIT RAZ STAVINSKY	n/a	WOODLAND HILLS, CA	6	34	3	yes
DOMINICK SALVATOR SAVO	n/a	WOODLAND HILLS, CA	6	28	1	yes
ERIC JOHN LECOURS	Certified Financial Planner	WOODLAND HILLS, CA	6	11	3	yes
Joseph Craig Estes	n/a	WOODLAND HILLS, CA	6	12	1	no
Jonathan Ezra	n/a	WOODLAND HILLS, CA	6	10	1	no
RICHARD ALLEN MASON	n/a	WOODLAND HILLS, CA	6	25	2	yes
MARK ANTHONY BENAVIDES	n/a	WOODLAND HILLS, CA	5	13	n/a	no
DAVID ABRAHAM SIRIN	n/a	WOODLAND HILLS, CA	5	16	3	yes
JAVIER GUZTAVO OROZCO	n/a	WOODLAND HILLS, CA	4	35	7	yes
Gorge Eduardo Salcedo	n/a	WOODLAND HILLS, CA	2	10	n/a	no
FRANKLIN MATTHEW PARKS	n/a	WOODLAND HILLS, CA	1	34	1	yes
Daniel Shalom Itzhaki	n/a	WOODLAND HILLS, CA	1	13	n/a	no
PHILIP MOSTON	n/a	WOODLAND HILLS, CA	1	29	7	no
JOHN MICHAEL TOWNSEND	Certified Financial Planner	WOODLAND HILLS, CA	1	12	3	no
ANDREW JAMES SCOTT	n/a	WOODLAND HILLS, CA	1	11	1	no
Owen Kim	n/a	WOODLAND HILLS, CA	1	11	2	no
Annalisa Flore	n/a	WOODLAND HILLS, CA	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STAVINSKY, AMIT, RAZ	MANAGING MEMBER	E	yes	06/2010	Feb 17, 2012	Dec 26, 2024
FARRALES, VINA AILEEN, FERIA	CHIEF COMPLIANCE OFFICER	Na	no	12/2024	Dec 26, 2024	Dec 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$1.5B	$1.5B	22	18	0	n/a	n/a
2024	Mar 31, 2025	$1.3B	$1.3B	18	13	0	n/a	n/a
2023	Mar 22, 2024	$1.1B	$1.1B	18	12	0	n/a	n/a
2022	Mar 15, 2023	$874M	$860M	17	11	0	n/a	n/a
2021	Mar 18, 2022	$872M	$828M	12	12	0	n/a	n/a
2020	Mar 25, 2021	$639M	$628M	11	8	0	n/a	n/a
2019	Mar 24, 2020	$471M	$406M	7	7	0	n/a	n/a
2018	Mar 28, 2019	$305M	$262M	9	8	2	n/a	n/a
2017	Mar 30, 2018	$354M	$312M	9	6	1	n/a	n/a
2016	Mar 20, 2017	$230M	$168M	6	6	n/a	n/a	n/a
2015	Jan 28, 2016	$207M	$142M	5	5	n/a	n/a	n/a
2014	Feb 27, 2015	$200M	$131M	4	3	n/a	n/a	n/a
2013	Mar 6, 2014	$192M	$102M	6	2	n/a	n/a	n/a
2012	Mar 1, 2013	$174M	$87.0M	4	2	n/a	n/a	n/a
2011	Feb 17, 2012	$170M	$77.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	5.9%	1	0	0	6	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.3B	16.8%	$874M	20.3%	22	18	0	0

Relationships

Registered with (25)

← Annalisa FloreAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Owen KimAdvisorregistration: current employment
Sep 19, 2025 to presentfactForm ADV
← ANDREW JAMES SCOTTAdvisorregistration: current employment
Sep 17, 2025 to presentfactForm ADV
← JOHN MICHAEL TOWNSENDAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← PHILIP MOSTONAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← FRANKLIN MATTHEW PARKSAdvisorregistration: previous registration
Jul 18, 2012 to Dec 31, 2019factForm ADV
← Daniel Shalom ItzhakiAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Gorge Eduardo SalcedoAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← JAVIER GUZTAVO OROZCOAdvisorregistration: current employment
Sep 28, 2021 to presentfactForm ADV
← DAVID ABRAHAM SIRINAdvisorregistration: current employment
Dec 23, 2020 to presentfactForm ADV
← MARK ANTHONY BENAVIDESAdvisorregistration: current employment
Oct 12, 2020 to presentfactForm ADV
← RICHARD ALLEN MASONAdvisorregistration: previous registration
Feb 20, 2018 to Dec 31, 2019factForm ADV
← DOMINICK SALVATOR SAVOAdvisorregistration: previous registration
Feb 12, 2014 to Dec 31, 2019factForm ADV
← ERIC JOHN LECOURSAdvisorregistration: previous registration
Jul 24, 2019 to Dec 31, 2019factForm ADV
← Joseph Craig EstesAdvisorregistration: previous registration
Feb 5, 2019 to Dec 31, 2019factForm ADV
← Jonathan EzraAdvisorregistration: previous registration
Feb 5, 2019 to Dec 31, 2019factForm ADV
← AMIT RAZ STAVINSKYAdvisorregistration: previous registration
Jun 11, 2010 to Dec 31, 2019factForm ADV
← Kingsley WongAdvisorregistration: previous registration
Sep 16, 2024 to Apr 10, 2026factForm ADV
← BRAD COTNERAdvisorregistration: previous registration
Mar 8, 2024 to Jul 10, 2025factForm ADV
← TREVOR O'SHAUGHNESSYAdvisorregistration: previous registration
Jan 12, 2024 to Oct 7, 2024factForm ADV
← Melody NekourouhAdvisorregistration: previous registration
Jan 31, 2024 to Oct 7, 2024factForm ADV
← Olivia Denise PayneAdvisorregistration: previous registration
Jun 1, 2023 to Sep 18, 2023factForm ADV
← HIEN TRANAdvisorregistration: previous registration
Apr 27, 2021 to Aug 23, 2021factForm ADV
← MICHAEL STERNAdvisorregistration: previous registration
Jun 3, 2021 to Jul 23, 2021factForm ADV
← TOBIE A RODRIGUEZAdvisorregistration: previous registration
Sep 24, 2015 to Mar 15, 2019factForm ADV

Controls (1)

← STAVINSKY, AMIT, RAZOwnerMANAGING MEMBER, ownership code E, individual
Feb 17, 2012 to Dec 26, 2024factForm ADV

Owns (1)

← FARRALES, VINA AILEEN, FERIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 26, 2024 to Dec 26, 2024factForm ADV

Dated events

Occurred
Apr 10, 2026
Advisor changed firm
Kingsley Wong left Tamar Securities, Llc for Cetera Investment Advisers Llc (registered 2026-03-26)
Form ADVobserved 4 days ago
Occurred
Jul 10, 2025
Advisor changed firm
Brad Cotner left Tamar Securities, Llc for Strategic Advisers Llc (registered 2026-01-23)
Form ADVobserved 4 days ago
Occurred
Oct 7, 2024
Advisor changed firm
Melody Nekourouh left Tamar Securities, Llc for Lpl Enterprise, Llc (registered 2025-12-05)
Form ADVobserved 4 days ago
Occurred
Oct 7, 2024
Advisor changed firm
Trevor O'Shaughnessy left Tamar Securities, Llc for Fidelity Personal And Workplace Advisors (registered 2024-11-07)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Olivia Denise Payne left Tamar Securities, Llc for Cetera Investment Advisers Llc (registered 2024-09-27)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2022
Regulatory AUM changed
Tamar Securities, Llc reported RAUM $872.2M, up 37% from $638.7M (2021-10-20 to 2022-03-18)
Form ADVobserved 4 days ago
$234M
Occurred
Mar 25, 2021
Regulatory AUM changed
Tamar Securities, Llc reported RAUM $638.7M, up 36% from $470.6M (2020-06-19 to 2021-03-25)
Form ADVobserved 4 days ago
$168M
Occurred
Mar 24, 2020
Regulatory AUM changed
Tamar Securities, Llc reported RAUM $470.6M, up 54% from $304.8M (2020-01-03 to 2020-03-24)
Form ADVobserved 4 days ago
$166M
Occurred
Mar 30, 2018
Regulatory AUM changed
Tamar Securities, Llc reported RAUM $354.3M, up 54% from $230.1M (2017-03-20 to 2018-03-30)
Form ADVobserved 4 days ago
$124M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:823d3080-c2b9-a6c3-758c-b048a8f9232b
First observed: Feb 17, 2012
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

TAMAR SECURITIES, LLC

CRD 153991

WOODLAND HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:823d3080-c2b9-a6c3-758c-b048a8f9232b

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMIT RAZ STAVINSKY

n/a

WOODLAND HILLS, CA

yes

DOMINICK SALVATOR SAVO

n/a

WOODLAND HILLS, CA

yes

ERIC JOHN LECOURS

Certified Financial Planner

WOODLAND HILLS, CA

yes

Joseph Craig Estes

n/a

WOODLAND HILLS, CA

Jonathan Ezra

n/a

WOODLAND HILLS, CA

RICHARD ALLEN MASON

n/a

WOODLAND HILLS, CA

yes

MARK ANTHONY BENAVIDES

n/a

WOODLAND HILLS, CA

n/a

DAVID ABRAHAM SIRIN

n/a

WOODLAND HILLS, CA

yes

JAVIER GUZTAVO OROZCO

n/a

WOODLAND HILLS, CA

yes

Gorge Eduardo Salcedo

n/a

WOODLAND HILLS, CA

n/a

FRANKLIN MATTHEW PARKS

n/a

WOODLAND HILLS, CA

yes

Daniel Shalom Itzhaki

n/a

WOODLAND HILLS, CA

n/a

PHILIP MOSTON

n/a

WOODLAND HILLS, CA

JOHN MICHAEL TOWNSEND

Certified Financial Planner

WOODLAND HILLS, CA

ANDREW JAMES SCOTT

n/a

WOODLAND HILLS, CA

Owen Kim

n/a

WOODLAND HILLS, CA

Annalisa Flore

n/a

WOODLAND HILLS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STAVINSKY, AMIT, RAZ

MANAGING MEMBER

yes

06/2010

Feb 17, 2012

Dec 26, 2024

FARRALES, VINA AILEEN, FERIA

CHIEF COMPLIANCE OFFICER

12/2024

Dec 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$1.5B

n/a

2024

Mar 31, 2025

$1.3B

n/a

2023

Mar 22, 2024

$1.1B

n/a

2022

Mar 15, 2023

$874M

$860M

n/a

2021

Mar 18, 2022

$872M

$828M

n/a

2020

Mar 25, 2021

$639M

$628M

n/a

2019

Mar 24, 2020

$471M

$406M

n/a

2018

Mar 28, 2019

$305M

$262M

n/a

2017

Mar 30, 2018

$354M

$312M

n/a

2016

Mar 20, 2017

$230M

$168M

n/a

2015

Jan 28, 2016

$207M

$142M

n/a

2014

Feb 27, 2015

$200M

$131M

n/a

2013

Mar 6, 2014

$192M

$102M

n/a

2012

Mar 1, 2013

$174M

$87.0M

n/a

2011

Feb 17, 2012

$170M

$77.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

16.8%

$874M

20.3%