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David Fershteyn

Altera Private Access, LLC

Atlanta, GA

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Current Employers
Altera Private Access, Llc

3550 Peachtree Rd Ne Suite 260, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-22
  • GA RA
    APPROVED
    Since 2022-02-22

Branch Locations

3550 Peachtree Rd Ne Suite 260, Atlanta, GA 30326 • 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
Barclays Capital Inc. Menlo Park CA 06/2017 10/2017
University Of Georgia Athens GA 08/2013 05/2017
Atticus Franchise Group Atlanta GA 10/2017 12/2017
Altera Investments Atlanta GA 01/2018 12/2021
Altera Private Access Atlanta GA 01/2022 Present
Altera Investments Atlanta GA 12/2021 Present
  • 06/2017 → 10/2017
    Barclays Capital Inc.
    Menlo Park, CA
  • 08/2013 → 05/2017
    University Of Georgia
    Athens, GA
  • 10/2017 → 12/2017
    Atticus Franchise Group
    Atlanta, GA
  • 01/2018 → 12/2021
    Altera Investments
    Atlanta, GA
  • 01/2022 → Present
    Altera Private Access
    Atlanta, GA
  • 12/2021 → Present
    Altera Investments
    Atlanta, GA
Previous Registrations
  • 2021-02-01 → 2022-06-08
    Altera Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-21
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2021-01-21
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10

View on SEC IAPD

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