Lisa Schiffer Green

Current Employers

Sunpointe Investments

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-01-11

PA RA
APPROVED

Since 2019-01-11

Branch Locations

Bryn Mawr, PA • United States

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • 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
Rda Ventures	New York	NY	01/2005	Present
Sunpointe, Llc	St. Louis	MO	01/2019	Present

01/2005 → Present

Rda Ventures

New York, NY
01/2019 → Present

Sunpointe, Llc

St. Louis, MO

Previous Registrations

2003-01-17 → 2003-10-06

Credit Suisse Securities (Usa) Llc

Bala Cynwyd, PA
2000-03-03 → 2003-01-17

Pershing Llc

Bala Cynwyd, PA

Other Businesses

FAMILY OFFICE, RDA VENTURES, LLC; FINANCIAL ANALYST HELPING THE FAMILY IN ITS OVERALL INVESTMENT PORTFOLIO MANAGEMENT. HELP THE MANAGING MEMBER OF THE FAMILY OFFICE TO EVALUATE INVESTMENT DECISIONS AS WELL AS TO ORGANIZE AND MONITOR ALL INVESTMENTS WITHIN THE PORTFOLIO. BEGAN 1/1/2004; APPROX 10-15 HRS/WK DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-06
S66	Uniform Combined State Law Examination	1997-10-10
S63	Uniform Securities Agent State Law Examination	1993-11-19

S65 Uniform Investment Adviser Law Examination

2017-04-06
S66 Uniform Combined State Law Examination

1997-10-10
S63 Uniform Securities Agent State Law Examination

1993-11-19

Other Names

Lisa Faith Schiffer
Lisa Faith Schiffer
Lisa Faith Green
Lisa Faith Schiffer Green

View on SEC IAPD