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Gregory Martin Toppe

Venado Investment Advisors LLC

Westlake Village, CA

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Current Employers
Venado Investment Advisors Llc

2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2023-08-28
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2023-08-28

Branch Locations

2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • 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
Venado Consulting Thousand Oaks CA 01/2015 01/2017
National Veterinary Associates Agoura Hills CA 01/2017 01/2020
Companion Pet Partners Los Angeles CA 01/2020 05/2022
Trivant Custom Portfolio Group Llc San Diego CA 05/2022 05/2023
Venado Investment Advisors Llc Westlake Village CA 08/2023 Present
  • 01/2015 → 01/2017
    Venado Consulting
    Thousand Oaks, CA
  • 01/2017 → 01/2020
    National Veterinary Associates
    Agoura Hills, CA
  • 01/2020 → 05/2022
    Companion Pet Partners
    Los Angeles, CA
  • 05/2022 → 05/2023
    Trivant Custom Portfolio Group Llc
    San Diego, CA
  • 08/2023 → Present
    Venado Investment Advisors Llc
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-08
S63 Uniform Securities Agent State Law Examination 1996-04-03
  • S65 Uniform Investment Adviser Law Examination
    1998-12-08
  • S63 Uniform Securities Agent State Law Examination
    1996-04-03
Designations

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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