Rem N. Oculee

CONFIDENCE WEALTH MANAGEMENT

LOS ANGELES, CA 90024

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CRD#: 2129026

Professional summary

Rem Nmn Oculee, who also goes by Ray Delan, Ray Detan, Ray Jaibaji, Rem Jaibaji, Rem Nmn Oculee, is a registered financial advisor currently at CONFIDENCE WEALTH MANAGEMENT, INC. located in Los Angeles, California.

Rem is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Rem has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ray Delan | Ray Detan | Ray Jaibaji | Rem Jaibaji | Rem Nmn Oculee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CEO; 3rd Delta, Inc; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Marketing Operations; Responsibilities Duties: Oversees the company's direction.; Start date with business: 2018-12-13; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 2) CEO; Exit Mindset, LLC; Investment Related: No; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Authorship of business growth strategies; Responsibilities Duties: Author; Start date with business: 2021-02-05; Hours devoted to business outside trading hours: 3; 3) CEO; 9Q Ventures, LLC; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Venture Capital; Responsibilities Duties: Oversees company's direction and strategy; Start date with business: 2013-02-25; Hours devoted to business outside trading hours: 3; 4) CEO; CONFIDENCE WEALTH & INSURANCE SOLUTIONS LLC; Investment Related: Yes; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Insurance agency; Responsibilities Duties: Overseeing company; Start date with business: 2014-02-12; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 50; 5) CEO; CONFIDENCE LIFE INSURANCE SOLUTIONSLLC; Investment Related: Yes; Location: 21250 Hawthorne Blvd, Ste 500, Torrance, CA 90503; Description of the business: insurance agency; Responsibilities Duties: overseeing company; Start date with business: 2018-12-10; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 25.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rem Nmn Oculee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2002 - Present

CONFIDENCE WEALTH MANAGEMENT, INC.

Office #1: 10940 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024Office #2: 21250 Hawthorne Blvd Suite 500, Torrance, CA 90503Office #3: 10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024

RIA

CRD#: 127383

LOS ANGELES, CA

Past

December 4, 2002 - December 31, 2004

CONFIDENCE WEALTH MANAGEMENT, INC.

RIA

CRD#: 127383

LOS ANGELES, CA

Past

August 9, 2002 - August 16, 2002

SYNDICATED CAPITAL, INC.

CRD#: 29037

DIAMOND BAR, CA

Past

May 6, 2002 - July 1, 2002

GRATTAN FINANCIAL SECURITIES, INC.

CRD#: 43484

SAN GABRIEL, CA

Past

October 23, 2001 - April 4, 2002

SYNDICATED CAPITAL, INC.

CRD#: 29037

DIAMOND BAR, CA

Past

September 30, 1999 - August 27, 2001

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

Past

April 30, 1997 - September 30, 1999

W.J. GALLAGHER & COMPANY, INC.

CRD#: 11097

PASADENA, CA

Past

June 6, 1995 - August 7, 1995

INVESTORS ASSOCIATES, INC.

CRD#: 958

HACKENSACK, NJ

Past

July 15, 1994 - March 7, 1995

W.J. GALLAGHER & COMPANY, INC.

CRD#: 11097

PASADENA, CA

Past

April 19, 1993 - July 20, 1994

REYNOLDS KENDRICK STRATTON, INC.

CRD#: 10414

Past

July 25, 1991 - April 22, 1993

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

Past

April 1, 1991 - June 13, 1991

ADAMS SECURITIES, INC.

CRD#: 16688

Past

March 18, 1991 - April 5, 1991

FIRST CHOICE SECURITIES CORP.

CRD#: 17021

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONFIDENCE WEALTH MANAGEMENT, INC.

CRD#: 127383 / SEC#: 801-122368

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

California

Registered Investment Advisory firm - (1/16/2022 Terminated)

Nevada

Registered Investment Advisory firm - (1/17/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/4/2002)

IAR

Nevada
(9/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/12/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/1998

General Securities Principal Examination

Current Firm

CONFIDENCE WEALTH MANAGEMENT, INC.

CRD#: 127383 / SEC#: 801-122368

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

California

Registered Investment Advisory firm - (1/16/2022 Terminated)

Nevada

Registered Investment Advisory firm - (1/17/2022 Terminated)

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Contact information

Main Address

10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024

Mailing Address

Phone number

(310) 824-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

04 2025 CWM FORM ADV PART 2A FINAL (4/21/2025)

Regulatory assets under management

Total Number of Accounts	1,843
AUM (Assets Under Management)	$ 344,241,463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Rem N. Oculee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rem Nmn Oculee's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONFIDENCE WEALTH MANAGEMENT, INC.

SYNDICATED CAPITAL, INC.

GRATTAN FINANCIAL SECURITIES, INC.

SYNDICATED CAPITAL, INC.

INTERFIRST CAPITAL CORPORATION

W.J. GALLAGHER & COMPANY, INC.

INVESTORS ASSOCIATES, INC.

W.J. GALLAGHER & COMPANY, INC.

REYNOLDS KENDRICK STRATTON, INC.

INTERFIRST CAPITAL CORPORATION

ADAMS SECURITIES, INC.

FIRST CHOICE SECURITIES CORP.

Primary Firm SEC Registration

CONFIDENCE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2001

Series 63

Date: 4/12/1991

Series 7

Date: 3/16/1991

Series 24

Date: 10/28/1998

Current Firm

CONFIDENCE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONFIDENCE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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