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Jerusalem • Israel
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-08 |
| CA | RA | APPROVED | 2021-12-15 |
Branch Locations
San Carlos, CA • United States
Jerusalem • Israel
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 09/2016 | 09/2018 |
| Bank Of America, N.A. | San Jose | CA | 11/2016 | 09/2018 |
| Pruco Securities Llc | San Jose | CA | 01/2019 | 12/2021 |
| Unemployed | Foster City | CA | 10/2018 | 12/2018 |
| The Prudential Insurance Company Of America | San Jose | CA | 02/2019 | 12/2021 |
| Equilibrium Wealth Llc | San Carlos | CA | 12/2021 | Present |
| Equilibrium Wealth, Ltd. (Israel) | Jerusalem | 08/2022 | Present |
1) Insurance; Agent Asaph Elan; Investment-related; Jerusalem, Israel; Term Life Insurance as well as Disability Insurance; Insurance Agent; Start Date 01/2016; Approximately 5 hours per month devoted to the business with 0 hours during securities trading hours; Offer fixed insurance products to clients according to their financial needs, while developing financial plans for all my clients - to ensure the clients understand their insurance needs. 2) Equilibrium Wealth, Ltd. (Israel); Investment-related; Jerusalem, Israel; RIA; Wealth Manager; Start date: 08/2022; Approximately 10 hours/month with all hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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