Jeffrey Peter Boris

Current Employers

Litvak Wealth, Llc

50 Washington Street Suite 301E, Norwalk, CT 06854 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-04-19
CT	RA	APPROVED	2015-06-29

TX RA
APPROVED_RES

Since 2017-04-19
CT RA
APPROVED

Since 2015-06-29

Branch Locations

50 Washington Street Suite 301E, Norwalk, CT 06854 • 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
Litvak Wealth, Llc	Weston	CT	09/2014	Present
Litvak Solutions, Llc	Weston	CT	09/2014	Present

09/2014 → Present

Litvak Wealth, Llc

Weston, CT
09/2014 → Present

Litvak Solutions, Llc

Weston, CT

Other Businesses

Litvak Solutions, LLC; non-investment related; same address; consulting business that assists businesses and high net worth individuals with non-advisory support services; consultant; since 09/2014; approximately 5% of time during the month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-29
S63	Uniform Securities Agent State Law Examination	1996-02-15

S65 Uniform Investment Adviser Law Examination

2015-06-29
S63 Uniform Securities Agent State Law Examination

1996-02-15