Inactive

Erik Chavez

Alpha Architect

Newtown Square, PA

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Current Employers

Alpha Architect

Suite 150 3803 West Chester Pike, Newtown Square, PA 19073 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-09-15

PA RA
APPROVED

Since 2025-09-15

Branch Locations

Suite 150 3803 West Chester Pike, Newtown Square, PA 19073 • United States

Las Vegas, NV • 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
Alpha Architect	Newtown Square	NV	10/2023	Present
Casa Travel And Technologies	Minneapolis	MN	07/2014	09/2022
Vida Senior Resource	Las Vegas	NV	07/2018	07/2024

10/2023 → Present

Alpha Architect

Newtown Square, NV
07/2014 → 09/2022

Casa Travel And Technologies

Minneapolis, MN
07/2018 → 07/2024

Vida Senior Resource

Las Vegas, NV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-18
S63	Uniform Securities Agent State Law Examination	2007-09-07

S65 Uniform Investment Adviser Law Examination

2023-11-18
S63 Uniform Securities Agent State Law Examination

2007-09-07

View on SEC IAPD

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MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA

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