Elliot J Silverstein

Current Employers

Employment History

• 07/2016 → 08/2018
  Gideon Strategic Partners
  Santa Monica, CA
• 09/2018 → 09/2022
  Kb Financial Partners, Llc
  Princeton, NJ
• 07/2016 → Present
  M Holdings Securities
  Palm Beach Gardens, FL
• 09/2022 → 05/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 09/2018 → 05/2024
  Kb Financial Partners, Llc
  Princeton, NJ
• 10/2018 → 05/2024
  Kb Financial Partners, Llc
  Princeton, NJ
• 06/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL
• 06/2024 → Present
  Lindberg & Ripple
  Palm Beach Gardens, FL

Previous Registrations

• 2022-09-14 → 2024-06-06
  Onedigital
  Fort Lauderdale, FL
  Overland Park, KS
• 2018-09-14 → 2023-12-31
  Kb Financial Partners, Llc
  Princeton, NJ
  Wilton Manors, FL
• 2010-07-12 → 2016-07-11
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) M Holdings Securities dba Lindberg & Ripple; 1125 N.W. Couch Street, Suite 900, Portland, OR 97209; Investment Related; Registered Representative; Investments/Insurance/Financial Planning advising investment and insurance clients; 160 Hours/Month; 160 Hours/Month during trading hours; Commissions/Fees 2) OneDigital Investment Advisors, LLC; Investment Related - Yes; Address-same; Nature/Position/Relationship - Solicitor; 07/17/2024 start date; 1-5 Hours/month; 0 hours/month during trading hours; Duties - solicitor. 2) Lindberg & Ripple; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33418; Life insurance; Investment-related; Wealth Advisor, Sr.; Bringing on life insurance clients; 6/1/2024; 200 hours per month; 160 hours per month during trading hours. 3) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33418; Investment Advisory; Investment-related; Wealth Advisor. Sr.; introducing client to RIA; 6/3/2024; 4 hours per month; 4 hours per month during trading hours. 4) Referral to Resources Investment Advisors LLC; 300 Carnegie Center, Suite 240, Princeton NJ 08540; Business and M&A Consulting; Investment Related; Referral Partner; Referring clients to KB Financial , Resource Investment Advisor LLC to help business owners grow their business and pull equity from their companies; 08/01/2024; 1 hours per month; 1 per month during trading hours. 5) COA Ventures, Inc.; 1510 Fernham Road, Ojai CA 93023; Consulting/Advisory for business owners; Not investment related; Independent Contractor; make introductions to new relationships for the businesses, assist with projects; 2/05/2025; 10 hours per month; 4 hours per month during trading hours. 6) The Coach Wren Initiative, Inc.; 706 Northeast 2nd Street, Fort Lauderdale FL 33301; Non-Profit; Not investment related; Founder, Board Chair, Head Coach; In charge of running the organization; 2/24/2025; 8 hours per month; 2 hours per month during trading hours. 7) Trustee for Family Member; 706 NE 2nd Street, Unit 9, Fort Lauderdale, FL 33301; Not investment-related; Trustee and POA; 12/24/2025 start date; 1 hour per month; 0 hours per month during trading hours. 8) The Coach Wren Institute, Inc.; 2255 Glades Rd, Suite 321A,Boca Raton, FL 33341; Board Member, Titled Position and/or Officer (incl. Community or Charitable Organizations); Not Investment Related; Founder and Chairman; Helping run the organization to help student athletes; 08/10/2026; 5 hours per month; 0 hours per month during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-03
• S63 Uniform Securities Agent State Law Examination
  2010-02-09

Other Names

• Elliot Joshua Silverstein