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Inactive

Daniel James Mavraides

Rebalance LLC

Beverly Hills, CA

Los Angeles, CA

Palo Alto, CA

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Current Employers
Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

150 S Rodeo Drive Suite 100, Beverly Hills, CA 90212 • United States

Los Angeles, CA • United States

635 Bryant Street #6, Palo Alto, CA 94301 • 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
Advanced Research Investment Solutions, Llc Beverly Hills CA 12/2014 05/2020
Inbalance Advisors, Llc Los Angeles CA 05/2022 03/2024
Aris Beverly Hills CA 08/2014 04/2020
Evoke Advisors Los Angeles CA 05/2020 03/2024
None Los Angeles CA 06/2024 08/2024
Rebalance Llc Palo Alto CA 08/2024 Present
  • 12/2014 → 05/2020
    Advanced Research Investment Solutions, Llc
    Beverly Hills, CA
  • 05/2022 → 03/2024
    Inbalance Advisors, Llc
    Los Angeles, CA
  • 08/2014 → 04/2020
    Aris
    Beverly Hills, CA
  • 05/2020 → 03/2024
    Evoke Advisors
    Los Angeles, CA
  • 06/2024 → 08/2024
    None
    Los Angeles, CA
  • 08/2024 → Present
    Rebalance Llc
    Palo Alto, CA
Previous Registrations
  • 2019-04-09 → 2024-02-27
    Advanced Research Investment Solutions, Llc
    Los Angeles, CA
    Beverly Hills, CA
  • 2022-06-10 → 2023-08-15
    Inbalance Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-18
  • S65 Uniform Investment Adviser Law Examination
    2019-03-18

View on SEC IAPD

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