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Steven Lee Dymant

Steelpeak Wealth, LLC

Los Angeles, CA

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Current Employers
Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-28
  • CA RA
    APPROVED
    Since 2023-04-28

Branch Locations

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Echelon Asset Management Oakland CA 10/2015 05/2018
Prime Opportunities Investment Group, Llc Los Angeles CA 09/2020 12/2021
Walden Bridge Capital, Llc Chicago IL 06/2018 08/2019
Piedmont Partners Group Ventures, Llc Oakland CA 08/2018 09/2020
Sydasha Global Advisors, Llc Oakland CA 08/2019 01/2023
Steel Peak Wealth Management Woodland Hills CA 02/2023 Present
  • 10/2015 → 05/2018
    Echelon Asset Management
    Oakland, CA
  • 09/2020 → 12/2021
    Los Angeles, CA
  • 06/2018 → 08/2019
    Walden Bridge Capital, Llc
    Chicago, IL
  • 08/2018 → 09/2020
    Piedmont Partners Group Ventures, Llc
    Oakland, CA
  • 08/2019 → 01/2023
    Sydasha Global Advisors, Llc
    Oakland, CA
  • 02/2023 → Present
    Steel Peak Wealth Management
    Woodland Hills, CA
Previous Registrations
Other Businesses

1) Vigilant Drone Defense; Investment Related: No; Location: 1055 West 7th Street - 33rd Floor, Los Angeles, CA 90017; Nature: Counter UAV Defense Technology Firm; Position: Member of the Board of Directors; Relationship: Board of Directors; Start Date: May 2022; Hours/Month: 3-5 hrs; Hours/Month during securities trading hours: 0; Duties: Board Member - provide advice on financing strategies (equity and debt), expansion strategies and strategic partnerships. 2) Mona Lisa Investments, LLC; Investment Related: Yes; Location: 15810 E Centipede Drive; Fountain Hills, AZ 85268; Nature: Single-purpose SPV that holds an investment in Vigilant Drone Defense Inc.; Position: General Partner; Relationship: General Partner; Start Date: May 2022; Hours/Month: 3-5 hrs; Hours/Month during securities trading hours: 0; Duties: General Partner - provide updates to underlying investors on a quarterly basis; answer ad hoc questions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-10
S63 Uniform Securities Agent State Law Examination 1988-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-06-10
  • S63 Uniform Securities Agent State Law Examination
    1988-10-29
Other Names
  • Steve Dymant
  • Steven L Dymant

View on SEC IAPD

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