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Inactive

Elizabeth Lawrence Revenko

Corient

San Francisco, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-06
  • CA RA
    APPROVED
    Since 2024-11-06

Branch Locations

555 Mission St, Suite 3325, San Francisco, CA 94105 • 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
Mosaic Financial Partners San Francisco CA 01/2012 10/2018
Self-Employed - Novelist San Rafael CA 04/2003 Present
Private Ocean Wealth Management San Rafael CA 10/2018 04/2020
Ensemble Capital Management Llc San Francisco CA 09/2020 11/2024
Corient San Francisco CA 11/2024 Present
Corient Services Llc Miami FL 11/2024 Present
  • 01/2012 → 10/2018
    Mosaic Financial Partners
    San Francisco, CA
  • 04/2003 → Present
    Self-Employed - Novelist
    San Rafael, CA
  • 10/2018 → 04/2020
    Private Ocean Wealth Management
    San Rafael, CA
  • 09/2020 → 11/2024
    Ensemble Capital Management Llc
    San Francisco, CA
  • 11/2024 → Present
    Corient
    San Francisco, CA
  • 11/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2020-10-20 → 2024-11-13
    Ensemble Capital Management, Llc
    San Francisco, CA
  • 2018-10-11 → 2020-04-22
    Wealthspire Advisors
    San Francisco, CA
    San Rafael, CA
  • 2013-07-17 → 2018-10-19
    Mosaic Financial Partners, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-25
  • S65 Uniform Investment Adviser Law Examination
    2013-06-25
Designations
Other Names
  • Liz Revenko
  • Elizabeth Revenko

View on SEC IAPD

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ZENTARA EXCHANGE LTD

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MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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