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David Tamashiro
David Alan Tamashiro
CRD#: 4786090
IA
Investment Adviser
B
Broker
CRUX WEALTH ADVISORSCRD#: 330731 Torrance,, CA
ARETE WEALTH MANAGEMENT, LLCCRD#: 44856 3444 E. Anaheim St.
Long Beach, CA 90804
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2020 (15 years)2 FIRMS2020 - 2024 (4 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
California 8/2/2024

IA
California 8/6/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CRUX WEALTH ADVISORS (CRD#:330731)
Torrance,, CA
Registered with this firm since 8/6/2024

B
ARETE WEALTH MANAGEMENT, LLC (CRD#:44856)
3444 E. Anaheim St., Long Beach, CA 90804
Torrance, CA
Registered with this firm since 8/2/2024

Previous Registration(s)
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IA
01/22/2020 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) Long Beach, CA
B
01/17/2020 - 08/02/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Long Beach, CA
IA
08/16/2004 - 01/23/2020 WADDELL & REED (CRD#:866) SHERMAN OAKS, CA
B
06/22/2004 - 01/23/2020 WADDELL & REED (CRD#:866) SHERMAN OAKS, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.