Isaac Richard

Current Employers

Employment History

• 06/2016 → 06/2018
  Merrill Lynch
  Los Angeles, CA
• 07/2018 → 08/2019
  Jp Morgan
  Los Angeles, CA
• 09/2019 → 03/2021
  Morgan Stanley
  Los Angeles, CA
• 04/2021 → 10/2023
  Jp Morgan
  Los Angeles, CA
• 11/2023 → Present
  Mavros
  Los Angeles, CA
• 01/2026 → Present
  Finalis Securities Llc
  San Juan Capistrano, CA

Previous Registrations

• 2025-03-08 → 2025-05-05
  Mavros Capital Management, Llc
  Beverly Hills, CA
• 2024-02-20 → 2024-12-31
  Mavros Capital Management, Llc
  New York, NY
• 2021-03-26 → 2023-10-09
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 2019-08-30 → 2021-04-14
  Morgan Stanley
  Sherman Oaks, CA
• 2019-02-08 → 2019-08-14
  Mml Investors Services, Llc
  Los Angeles, CA
• 2018-07-13 → 2019-01-29
  J.P. Morgan Securities Llc
  Encino, CA
• 2017-08-07 → 2018-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

Mavros Capital; Investment-related; 150 S Rodeo Drive, Beverly Hills, CA 90212; Family office advisory.; Executive; 11/01/2023; 60 hours per month, 3 during trading hours; Leading strategic direction.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-04

Other Names

• Isaac Richard
• Isaac Richard