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TD

Tamara L. Durbin

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CRD#: 3193491
TD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tamara Lynn Durbin, who also goes by Tamara Lynn Thompson, was a registered financial professional .

Tamara is a previously registered financial professional and started their career in finance in 1999. Tamara had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tamara Lynn Thompson

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.
Kor - Not Investment Related - 5200 Warner Ave. #109 Huntington Beach, CA 92649 - Other - Start Date: 2020 - Approx. 24 Hours Per Month/ Approx. 3 Hours During Securities Trading - Teaching Pilates.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 13, 2023 - May 30, 2025

CS TOMASI WEALTH MANAGEMENT

RIA
CRD#: 287561
COSTA MESA, CA
Past

January 28, 2022 - January 19, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
COSTA MESA, CA
Past

January 28, 2022 - May 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
COSTA MESA, CA
Past

October 8, 2020 - February 3, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HUNTINGTON BEACH, CA
Past

October 8, 2020 - February 3, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
HUNTINGTON BEACH, CA
Past

December 1, 2015 - October 7, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
HUNTINGTON BEACH, CA
Past

July 1, 2002 - October 7, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
HUNTINGTON BEACH, CA
Past

April 13, 1999 - July 1, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/30/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CT
CS TOMASI WEALTH MANAGEMENT
CHRISTIANE S. TOMASI | TOMASI, CHRISTIANE SALAMEH | CS TOMASI WEALTH MANAGEMENT | CHRISTIANE SALAMEH TOMASI

CRD#: 287561 / SEC#:

California
Registered Investment Advisory firm - (4/7/2017 Approved)
Texas
Registered Investment Advisory firm - (12/2/2024 Conditional Restricted)
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Contact information


Main Address
949 South Coast Drive Suite 250, Costa Mesa, CA 92626
Mailing Address
Phone number
(562) 494-4668
Established
Firm type
Fiscal year end
# of Employees
8

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts157
AUM (Assets Under Management)$ 90,300,610

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.

Company Information


CS TOMASI WEALTH MANAGEMENT

CRD#: 287561

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