David Tamashiro has been an investment adviser representative at Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners. David Tamashiro holds a Bachelor's degree in Business Economics from the University of California Santa Barbara.
Crux Wealth Advisors is a Long Beach, CA firm with $548M under management, 676 clients and 11 advisers across 5 offices, as of its August 2026 filing.
David Tamashiro is a Wealth Advisor at Crux Wealth Advisors. He spent 16 years at Waddell & Reed. Earlier he worked in accounting and financial management for Honda Motors, Sony Pictures and Twentieth Century Fox Studios.
David Tamashiro’s longest registration was 15 years at Waddell & Reed (2004–2020). Before joining Crux Wealth Advisors in 2024, David Tamashiro was registered through Raymond James Financial Services Advisors, Inc and Waddell & Reed.
- Crux Wealth AdvisorsCurrent– present · 2 yearsTorrance,, CA · Adviser representative · Firm CRD 330731
- Raymond James Financial Services Advisors, Inc– · 4 yearsLong Beach, CA · Adviser representative · Firm CRD 149018
- Waddell & Reed– · 15 yearsSherman Oaks, CA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
David Tamashiro is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 6 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 August 2004 |
| Series 7 | General Securities Representative Examination | 21 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4786090
- Firm
- Crux Wealth Advisors · CRD 330731
- Office
- Torrance,, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cruxwealth.com
Where does David Tamashiro work?
David Tamashiro is an investment adviser representative registered through Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Tamashiro a financial advisor?
Yes. David Tamashiro has a current investment-adviser registration in California, through Crux Wealth Advisors since August 2024.
How many years of experience does David Tamashiro have?
David Tamashiro has 22 years in the financial industry, since June 2004, across 3 adviser firms.
What exams has David Tamashiro passed?
David Tamashiro has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited David Tamashiro with the SIE, which began in October 2018.
Where did David Tamashiro work before Crux Wealth Advisors?
Before Crux Wealth Advisors, David Tamashiro was registered through Raymond James Financial Services Advisors, Inc, January 2020 to August 2024; Waddell & Reed, August 2004 to January 2020.
Where is David Tamashiro based?
David Tamashiro’s registered office is in Torrance,, CA.
Is David Tamashiro registered with FINRA?
Yes. David Tamashiro has a current broker registration, under CRD 4786090.
Source: FINRA BrokerCheck
How can I verify David Tamashiro’s record?
Search CRD 4786090 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Tamashiro’s full registration record.