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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Prosper, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 01/2025 | Present |
| Giverise | Dallas | TX | 01/2021 | Present |
| Plero | Dallas | TX | 08/2024 | Present |
| Artium | Santa Monica | CA | 01/2023 | 05/2023 |
| Selby Lane Capital | Menlo Park | CA | 06/2022 | 02/2023 |
| Stemuli | Dallas | TX | 03/2020 | 03/2022 |
| Rollkall Technologies Inc | Dallas | TX | 08/2018 | 03/2020 |
| Sabre Corporation | Southlake | TX | 07/2017 | 06/2018 |
| Geekletes | Dallas | TX | 03/2014 | 08/2022 |
(1) Varens SoftTech LLC. I founded the business. Position: Owner. It's not investment-related. It's focuses on tech talents recruitment and software development. I spent less than 5% of my time working on it, less than 2 hours a week. (2) Piero, and Giverise, Founder & CEO, provide a tech platform for nonprofits to invest a portion of charitable donations into an endowment-style fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-30 |
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