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Lisa Nelaphan Petz

Equitable Advisors, LLC

San Francisco, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-25
  • CA RA
    APPROVED
    Since 2025-08-25

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Mccormick & Kuleto's San Francisco CA 06/2022 Present
King's Thai Cuisine #2 San Francisco CA 06/2021 05/2022
Project Juice San Francisco CA 10/2020 05/2021
San Francisco Day School San Francisco CA 11/2019 11/2020
Unemployed Clovis CA 07/2015 11/2019
Equitable Advisors, Llc New York NY 08/2025 Present
  • 06/2022 → Present
    Mccormick & Kuleto's
    San Francisco, CA
  • 06/2021 → 05/2022
    King's Thai Cuisine #2
    San Francisco, CA
  • 10/2020 → 05/2021
    Project Juice
    San Francisco, CA
  • 11/2019 → 11/2020
    San Francisco Day School
    San Francisco, CA
  • 07/2015 → 11/2019
    Unemployed
    Clovis, CA
  • 08/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

McCormick & Kuleto's Not investment related 900 N. Point, San Francisco, CA 94109 Restaurant Server; Start Date June 2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-21
  • S66 Uniform Combined State Law Examination
    2025-06-21
Other Names
  • Lisa Petz

View on SEC IAPD

Other Firms

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DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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