Rachel Jean Brown Lawrence

Current Employers

Employment History

• 09/2012 → 10/2016
  Learnvest Planning Services, Llc.
  New York, NY
• 10/2016 → 04/2018
  Advizr, Inc.
  New York, NY
• 04/2018 → 05/2022
  Ellevest
  New York, NY
• 07/2022 → Present
  Plan Ventures Llc
  Rochester, NH
• 08/2022 → Present
  Reverie Llc
  Rochester, NH
• 11/2023 → Present
  Self Employment
  Rochester, NH
• 06/2024 → Present
  Monarch Money
  Covina, CA

Previous Registrations

• 2018-05-15 → 2022-05-31
  Ellevest
  New York, NY
• 2013-01-17 → 2016-12-05
  Learnvest Planning Services, Llc
  Milton Mills, NH
• 2008-06-19 → 2012-09-04
  Financial Focus, Inc.
  Wolfeboro, NH

Other Businesses

Business 1: Monarch Money; not investment-related; headquarters in Covina, CA; software company building budgeting and personal finance tracking tools; Head of Advice & Planning; start date June 2024; 170 hours per month; 5-6 hours devoted during securities trading hours; Subject Matter Expert, spokesperson, and product management. Business 2: Plan Ventures LLC; not investment-related; located in Rochester, NH; consulting on financial technology; Founder and Managing Principal; start date July 2022; 1-3 hours per month; 0-1 hours during securities trading hours; consulting services for companies using personal financial technology. Business 3: Avalon Women's Travel; not investment-related; located in Dover, NH; women's small group travel services; Freelance Trip Leader; start date November 2023; 50 hours per month during 1-2 months of the year; 0-7 hours devoted during securities trading hours; duties include leading a group of women around a foreign city to various planned activities over the course of 7-10 days.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-18
• S63 Uniform Securities Agent State Law Examination
  2006-07-18

Designations

Other Names

• Rachel J. Brown
• Rachel Jean Brown
• Rachel Jean Sanborn
• Rachel Jean Brown Lawrence
• Rachel Jean Brown Sanborn
• Rachel Sanborn Lawrence