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5155 West Rosecrans Avenue Suite 320A, Hawthorne, CA 90250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-18 |
Branch Locations
5155 West Rosecrans Avenue Suite 320A, Hawthorne, CA 90250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Empire Securities, Inc. | Hauppauge | NY | 07/2016 | 03/2019 |
| Velocity Clearing Llc | Hazlet | NJ | 08/2023 | Present |
| Piper Sandler | Milleapolis | MN | 07/2019 | 05/2020 |
| Cleveralpha Asset Management | Los Angeles | CA | 07/2020 | Present |
| Unemployed | Los Angeles | CA | 03/2019 | 07/2019 |
1. CleverAlpha Asset Management LLC. SEC registered Investment Advisor. 5155 West Rosecrans Avenue, Suite 320A, Hawthorne, CA 90250. CEO Since inception. Approximately 50% of time (80 hrs/month) is spent operating the RIA. 2. CleverAlpha Technologies LLC., 425 15th Street C3321 Manhattan Beach, CA 90266. Not investment related. The wholly owned subsidiary of CleverAlpha Asset Management LLC reselling internally developed tools to outside RIAs and BDs. The tools are built already and are offered externally by subscription. 0 hours operation, 0 hours in business hours. No compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
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