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Inactive

Scott David Puritz

Rebalance LLC

Palo Alto, CA

Bethseda, MD

Chevy Chase, MD

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Current Employers
Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-03
  • MD RA
    APPROVED
    Since 2025-01-03

Branch Locations

635 Bryant Street #6, Palo Alto, CA 94301 • United States

4800 Hampden Lane Suite 200, Bethseda, MD 20814 • United States

Chevy Chase, MD • 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
Rebalance Llc Bethesda MD 01/2012 Present
Rebalance Llc Bethesda MD 01/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-02
  • S65 Uniform Investment Adviser Law Examination
    2014-09-02

View on SEC IAPD

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