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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-03 |
Branch Locations
San Francisco, CA • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Trust Company | Siuox Falls | SD | 05/2016 | 08/2017 |
| Unemployed - Marriage And Full-Time School | Flushing | NY | 08/2017 | 05/2018 |
| Madison Trust Company | Sioux Falls | SD | 05/2018 | 05/2022 |
| Digital Trust Company | Las Vegas | NV | 05/2022 | 02/2023 |
| Fortress Trust | Las Vegas | NV | 02/2023 | 01/2024 |
| Digital Trust Company | Las Vegas | NV | 01/2024 | 07/2025 |
| Etz Soft | San Francisco | CA | 07/2025 | Present |
| Etz Advisory Llc | San Francisco | CA | 07/2025 | Present |
Yisroel Bergida serves as a Trust Officer for a licensed Nevada Trust Company, which is unaffiliated with ETZ Advisory. This position is not investment-related and is not expected to interfere with his responsibilities to clients of ETZ Advisory. Start date of relationship is 05/2025 Mr. Bergida also serves as a Nevada Resident Trust Officer for AnchorWatch Trust Company, an unaffiliated trust company, beginning May 01, 2026. This role is compensated, is not investment-related, is expected to require approximately two hours per month, is not expected to occur during trading hours, and is not expected to interfere with his responsibilities to ETZ Advisory clients. ETZ Soft Inc.: Affiliate client-facing role. Tahoe Trust Company 1835 Village Center Cir, Las Vegas, NV 89134 Retail Trust Company NV Resident Trust Officer Not Investment Related 2 hours per month Not during trading hours Yisroel Bergida has a consulting side business, Esbee Consulting, LLC, unaffiliated with ETZ Advisory. The consulting is not investment-related and is not expected to interfere with his responsibilities to clients of ETZ Advisory. Not Investment Related 2 hours per month Not during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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