Tatiana Tsoir

Current Employers

Employment History

• 12/2015 → Present
  Linza Advisors Inc.
  Mount Kisco, NY
• 09/2021 → 02/2023
  Financial Gravity Family Office Services, Llc
  Austin, TX
• 01/2024 → 04/2024
  Tlg Advisors Inc
  Littleton, CO
• 04/2024 → Present
  Innovative Private Wealth Management Inc.
  Somers, NY

Previous Registrations

• 2024-01-22 → 2024-04-12
  Tlg Advisors, Inc.
  Summit, NJ
  Mount Kisco, NY
• 2021-09-10 → 2023-02-16
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
  Mount Kisco, NY
• 2021-02-02 → 2021-10-04
  Forta Financial Group, Inc.
  Mount Kisco, NY
  Greenwood Village, CO

Other Businesses

1.) THE BOLD METHOD INC - 10/1/2022 - 464 S Bedford Road, Mount Kisco, NY 10549 - Head coach, Group and individual business coaching, Not Invt Rel, Business coaching, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) BUSINESS IS PERSONAL INC - 8/1/2019 - 464 S Bedford Road, Mount Kisco, NY 10549 - Author, Write books and other content, Not Invt Rel, Entrepreneurship author, 4 hrs/mo; 4 hrs/mo (during trading hours). 3.) TATIANA TSOIR INC - 7/8/2020 - 464 S Bedford Road, Mount Kisco, NY 10549 - Creator of courses, Create content, Not Invt Rel, Educational/coaching business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) STONYHILL ADVISORS - 8/15/2023 - 1266 E Main Street, Suite 700R, Stamford, CT 06902 - Individual M&A Consult, Not Invt Rel, Consulting business, 4 hrs/mo; 4 hrs/mo (during trading hours). 5.) INDEPENDENT INSURANCE AGENT/LINZA ADVISORS - 12/1/2012 - 487 E Main Street, Suite 283, Mount Kisco, NY 10549 - Independent insurance agent - When a client needs life insurance I use OWR to get it to the client, Not Invt Rel, Insurance business, 1 hr/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-21

Other Names

• Tatsiana Vayavudskaya