Ori Elyse Boucvalt

Current Employers

Employment History

• 07/2025 → Present
  Sparta Wealth Partners
  Charlotte, NC
• 02/2017 → Present
  Environmental Safety & Health Consulting
  Belle Chasse, LA
• 07/2025 → Present
  The Morgan Company
  Charlotte, NC
• 08/2016 → 05/2020
  Full-Time Education: St. Michael's Catholic Academy(High School)
  Austin, TX
• 08/2020 → 05/2024
  Full-Time Education: Clemson University (College)
  Clemson, SC
• 08/2024 → 05/2025
  Full-Time Education: Vanderbilt University (Graduate School)
  Nashville, TN

Other Businesses

Environmental Safety and Health Consulting Not investment-related Address: 2516 Engineers Road Belle Chasse, LA 70037 Emergency response/Environmental clean up Board Member Start Date: 02/06/2017 1 hour a month devoted 0 hours devoted during security trading hours Provide oversight, set strategic direction, vote on key decisions, and ensure the organization fulfills its mission and operates responsibly Morgan Companies Investment-related 4521 Sharon Rd #275, Charlotte, NC 28211 Full-service commercial real estate firm Consultant 07/01/25 80 hours devoted a month 3 hours devoted during security trading hours Consulting on projects OEB Holding of Texas, LLC: 2802 Flintrock Trace Suite B104, Austin, TX 78738 Not Investment related Holding company Start Date: 5/28/26 0 hours spent a month OEB Holdings, LLC: 1730 Coteau Road, Houma, LA 70364 Not Investment Related Holding company Start Date: 5/28/26 0 Hours Spent a month

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-30