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Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-11-22
IL RA APPROVED 2025-11-22
TX RA APPROVED 2025-11-22
  • DE RA
    APPROVED
    Since 2025-11-22
  • IL RA
    APPROVED
    Since 2025-11-22
  • TX RA
    APPROVED
    Since 2025-11-22

Branch Locations

Hinsdale, IL • United States

100 South Rockland Falls Road, Rockland, DE 19732 • 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
Altaris Capital Partners, Llc New York NY 07/2013 11/2016
Flexpoint Ford, Llc Chicago IL 01/2017 Present
  • 07/2013 → 11/2016
    Altaris Capital Partners, Llc
    New York, NY
  • 01/2017 → Present
    Flexpoint Ford, Llc
    Chicago, IL
Other Businesses

Elliot Lauzen serves as an independent contractor to Flexpoint Ford, LLC ("Flexpoint") providing consulting and board member services related to Flexpoint's investments in Apollo Rx, LLC, ArtesRx, LLC, and Y-Prime, LLC. These services are operational and strategic in nature and do not involve investment opportunity evaluation or execution of investment transasctions. Elliot is compensated for these services by Flexpoint Ford, LLC and Apollo Rx, LLC. As a result of prior employment, Elliot Lauzen is a passive investor in Flexpoint Fund III, Flexpoint Fund IV, and Flexpoint Fund V. He does not solicit clients for Flexpoint, recommend Flexpoint investment to Grey Fox clients, or participate in portfolio management decisions for Flexpoint as of January 1, 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-22
S63 Uniform Securities Agent State Law Examination 2011-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-22
  • S63 Uniform Securities Agent State Law Examination
    2011-08-22
Other Names
  • Elliot Lauzen

View on SEC IAPD

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