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Current Employers
The William Allan Corporation

3711 John F Kennedy Pkwy. Suite 420, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-02-04
  • CA RA
    APPROVED
    Since 2014-02-04

Branch Locations

3711 John F Kennedy Pkwy. Suite 420, Fort Collins, CO 80525 • United States

100 Oceangate Suite 1200, Long Beach, CA 90802 • 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
Larry Gurewitz Los Angeles CA 02/2008 Present
The William Allan Corporation Long Beach CA 01/2014 Present
Previous Registrations
  • 2011-08-17 → 2013-12-20
    Avantax Advisory Services
    Los Angeles, CA
Other Businesses

LARRY GUREWITZ'DBA'LARRY'S FINANCIAL SERVICES~'NIR'~10380 ILONA AVE~~LOS ANGELES~CA~90064~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~3/2008~50HRS~30HRS~I PROVIDE TAX PREPARATION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-06
S63 Uniform Securities Agent State Law Examination 2010-10-21
  • S65 Uniform Investment Adviser Law Examination
    2011-07-06
  • S63 Uniform Securities Agent State Law Examination
    2010-10-21

View on SEC IAPD

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