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Paul Rodriguez

TAMAR SECURITIES
Woodland Hills, CA 91364
Some features on this profile are disabled
CRD#: 5604898
PR

Professional summary

Paul Rodriguez is a registered financial advisor currently at TAMAR SECURITIES, LLC located in Woodland Hills, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Rodriguez'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 10, 2025 - Present

TAMAR SECURITIES, LLC

Office #1: 22466 Ventura Boulevard, Woodland Hills, CA 91364
RIA
CRD#: 153991
Woodland Hills, CA
Past

December 6, 2018 - August 5, 2024

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
GLENDALE, CA
Past

December 5, 2018 - August 5, 2024

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
GLENDALE, CA
Past

October 1, 2012 - November 27, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LOS ANGELES, CA
Past

October 1, 2012 - November 27, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

April 28, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
LOS ANGELES, CA
Past

April 28, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LOS ANGELES, CA
Past

December 17, 2008 - April 7, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
LOS ANGELES, CA
Past

December 4, 2008 - April 7, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
LOS ANGELES, CA

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".
TS
TAMAR SECURITIES, LLC
911 FINANCIAL SERVICES | TAMAR SECURITIES, LLC | TAMAR INSURANCE SOLUTIONS | FIREFIGHTERS UNITED FINANCIAL SERVICES

CRD#: 153991 / SEC#: 801-71532

RIA
Registered Investment Advisory firm - (6/11/2010 Approved)

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
(12/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2008
General Securities Representative Examination

Current Firm

TS
TAMAR SECURITIES, LLC
911 FINANCIAL SERVICES | TAMAR SECURITIES, LLC | TAMAR INSURANCE SOLUTIONS | FIREFIGHTERS UNITED FINANCIAL SERVICES

CRD#: 153991 / SEC#: 801-71532

RIA
Registered Investment Advisory firm - (6/11/2010 Approved)
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Contact information

Main Address
22466 Ventura Boulevard, Woodland Hills, CA 91364
Mailing Address
Phone number
(818) 914-7460
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAMAR SECURITIES, LLC ADV PART 2A BROCHURE (3/31/2025)
TAMAR SECURITIES, LLC TAM WRAP BROCHURE (3/31/2025)
TAMAR SECURITIES, LLC FIP WRAP BROCHURE (3/31/2025)
TAMAR SECURITIES, LLC MVS WRAP BROCHURE (3/31/2025)
TAMAR SECURITIES, LLC TAV WRAP BROCHURE (3/31/2025)
TAMAR SECURITIES, LLC TAF WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,262
AUM (Assets Under Management)$ 1,302,372,142

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

TAMAR SECURITIES, LLC

CRD#: 153991Woodland Hills, CA 91364

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