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50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-20 |
| PA | RA | APPROVED | 2018-04-24 |
Branch Locations
50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elm Partners Management Llc | Wilson | WY | 11/2017 | 04/2018 |
| Pac Partners | Los Angeles | CA | 02/2008 | 07/2017 |
| Unemployed | Los Angeles | CA | 07/2017 | 11/2017 |
| Elm Partners Management Llc | Philadelphia | PA | 04/2018 | Present |
Oikos Advisors LLC; Investment related; 499 Park Ave FL 23, New York, NY, 10022; For profit single family investment office; investment committee member; Board member; Start 12/31/2021; 1 hr/month, Full time commitment during trading hours; Board level oversight of investment activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
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