Tuvshinjargal T Odeh
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Shira Ridge Wealth ManagementMay 2024 to now
- UnemployedDec 2023 to Apr 2024
- Wealth Enhancement Advisory ServicesApr 2023 to Nov 2023
- Wealth Enhancement Brokerage ServicesApr 2023 to Nov 2023
- LPL FinancialDec 2022 to Nov 2023
- Wealth Enhancement GroupDec 2022 to Nov 2023
- UnemployedSep 2022 to Dec 2022
- Eqis Capital ManagementAug 2017 to Sep 2022
- Trader Joe'sNov 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shira Ridge Wealth Management
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7670116
- 117627