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Sherman Oaks, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weinstock Consulting | Los Angeles | CA | 06/2012 | 09/2018 |
| Alphanext, Llc | Los Angeles | CA | 09/2018 | 11/2018 |
| Alphanext, Llc | Los Angeles | CA | 11/2018 | 06/2020 |
| Weinstock Consulting | Los Angeles | CA | 06/2020 | Present |
| Morse Group Investment Advisors, Llc | Los Angeles | CA | 09/2020 | Present |
| Pickup Bricks Llc | Los Angeles | CA | 06/2023 | Present |
1. WEINSTOCK CONSULTING: a) Weinstock Consulting, a sole proprietorship; b) not-investment-related though some financial activities in performance of operations financial modeling for small business clients; c) address is 14435 Benefit St #4, Sherman Oaks, CA 91423 d) a business consulting practice focused on needs of small businesses trying to improve operations and achieve growth; e) I am principal and sole individual associated with the firm; f) After discontinuing the practice in 2018 after joining AlphaNext LLC, I returned to the practice after employment with AlphaNext ended in June 2020; g) time spent is approximately 5-10 hours per month; h) time spent is flexible and does not need to be during trading hours; i) duties include business plan and financial modeling, strategy and business development 2. Pickup Bricks LLC: a) Pickup Bricks LLC is a single-member LLC of which I am not the single member; b) non-investment-related; c) address is 645 N Tigertail Rd, Los Angeles, CA 90049; d) a toy company that distributes a proprietary product that is produced for it by an OEM and distributed B2C mostly through e-commerce; e) I currently have the title COO; f) started informally in December 2021; g) approximately 50 hours/month; h) no hours devoted during securities trading hours; i) I am helping the startup get established by developing its management processes, e-commerce platform, and logistics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
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