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Ross Norman Revenaugh

Avalon Capital Management

Menlo Park, CA

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Current Employers
Avalon Capital Management

525 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-04
CA RA APPROVED 2020-03-05
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • CA RA
    APPROVED
    Since 2020-03-05

Branch Locations

525 Middlefield Road Suite 160, Menlo Park, CA 94025 • 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 07/2016 05/2017
Sanford C. Bernstein & Co., Llc San Francisco CA 08/2017 07/2019
Avalon Capital Management Menlo Park CA 01/2020 Present
Independent Counsultant Palo Alto CA 08/2019 12/2019
  • 07/2016 → 05/2017
    Echelon Asset Management
    Oakland, CA
  • 08/2017 → 07/2019
    Sanford C. Bernstein & Co., Llc
    San Francisco, CA
  • 01/2020 → Present
    Avalon Capital Management
    Menlo Park, CA
  • 08/2019 → 12/2019
    Independent Counsultant
    Palo Alto, CA
Previous Registrations
  • 2017-08-17 → 2019-07-25
    Alliancebernstein L.P.
    San Francisco, CA
  • 2016-10-18 → 2018-01-17
    Echelon Asset Management
    Oakland, CA
  • 2010-11-10 → 2016-06-30
    Windhaven Investment Management, Inc.
    Palo Alto, CA
    Menlo Park, CA
    Boston, MA
  • 2008-05-23 → 2010-11-18
    Windward Investment Management Inc
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-14
S65 Uniform Investment Adviser Law Examination 2008-05-22
  • S63 Uniform Securities Agent State Law Examination
    2017-09-14
  • S65 Uniform Investment Adviser Law Examination
    2008-05-22
Other Names
  • Ross N Revenaugh
  • Ross Revenaugh

View on SEC IAPD

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