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21 Bridge Square, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liebert Associates Llc | New York | NY | 01/2007 | Present |
| Microsoft | New York | NY | 06/2015 | 05/2018 |
| Slack Technologies | New York | NY | 05/2018 | 07/2021 |
| Salesforce | New York | NY | 07/2021 | 07/2022 |
LIEBERT AND ASSOCIATES LLC 21 Bridge Square Westport, CT 06880 TAX AND CONSULTING NON INVESTMENT RELATED OWNER of the business since January 2007 40 hours of work per week (160 hours per month) Duties involve discussing tax & business consulting matters with clients and researching relevant tax and business issues
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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