Lawrence I. Grossman

Current Employers

Archvest Wealth Advisors, Inc.

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-02-14

CA RA
APPROVED

Since 2020-02-14

Branch Locations

1390 Willow Pass Rd. #930, Concord, CA 94520 • United States

Grossman Financial Management

Benicia, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2014-10-16

CA RA
APPROVED

Since 2014-10-16

Branch Locations

Benicia, CA • 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

Organization	City	State	From	To
Grossman Financial Management	Benicia	CA	10/1997	Present
Archvest Wealth Advisors	Walnut Creek	CA	01/2020	Present

10/1997 → Present

Grossman Financial Management

Benicia, CA
01/2020 → Present

Archvest Wealth Advisors

Walnut Creek, CA

Previous Registrations

1998-01-01 → 2013-12-31

Grossman Financial Management

Benicia, CA

Other Businesses

Mr. Grossman also owns rental properties which are managed by a property management company. He spends less than 1 hour per month engaged in this activity, none of which is during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-06-14
S63	Uniform Securities Agent State Law Examination	1992-07-14

S65 Uniform Investment Adviser Law Examination

1995-06-14
S63 Uniform Securities Agent State Law Examination

1992-07-14

Designations

Other Names

Lawrence I Grossman

View on SEC IAPD