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Mindy Beth Tankel

Aspiriant, LLC

Los Angeles, CA

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-02-28
  • CA RA
    APPROVED
    Since 2019-02-28

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Greenberg Graham Advisors Llc Irvine CA 01/2013 09/2017
Aspiriant Llc Los Angeles CA 07/2018 02/2021
Aspiriant Llc Los Angeles CA 10/2017 06/2018
Aspiriant Los Angeles CA 03/2021 Present
  • 01/2013 → 09/2017
    Greenberg Graham Advisors Llc
    Irvine, CA
  • 07/2018 → 02/2021
    Aspiriant Llc
    Los Angeles, CA
  • 10/2017 → 06/2018
    Aspiriant Llc
    Los Angeles, CA
  • 03/2021 → Present
    Aspiriant
    Los Angeles, CA
Previous Registrations
  • 2013-08-16 → 2018-01-04
    Greenberg Graham Advisors Llc
    Lehi, UT
  • 2013-01-31 → 2013-03-25
    Provizio Global Advisors, Inc.
    Irvine, CA
  • 2004-09-29 → 2008-02-01
    Lwi Financial Inc.
    San Jose, CA
  • 2001-10-01 → 2004-09-30
    Loring Ward Capital Management Inc.
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-17
S65 Uniform Investment Adviser Law Examination 2001-05-18
  • S63 Uniform Securities Agent State Law Examination
    2005-08-17
  • S65 Uniform Investment Adviser Law Examination
    2001-05-18
Designations
Other Names
  • Mindy B. Mero
  • Mindy Beth Hadelman
  • Mindy Beth Hadelman

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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