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Daniel Aaron Horowitz

Invantage Capital LLC

Lafayette, CA

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Current Employers
Invantage Capital Llc

3650 Mt. Diablo Blvd Ste 225, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16

Branch Locations

3650 Mt. Diablo Blvd Ste 225, Lafayette, CA 94549 • 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
Law Office Of Daniel Horowitz Lafayette CA 10/2010 Present
Meridian Investment Counsel Inc. San Leandro CA 04/2019 02/2024
Previous Registrations
Other Businesses

Name of the other business: Law Office of Daniel Horowitz Business is investment-related: No, business is not investment-related Address of the other business: 3650 Mt. Diablo Boulevard, Suite 225, Lafayette, CA 94549 Nature of the other business: Law firm Position, title, or relationship with other business: Partner; defense attorney Start date of your relationship: 10/2010 Approximate number of hours/month you devote to the other business: 80 Number of hours/month you devote to the other business during securities trading hours: 48 Duties relating to the other business: Criminal defense attorney

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-06
  • S65 Uniform Investment Adviser Law Examination
    2019-03-06

View on SEC IAPD

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