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101 Hudson Street 21St Floor, Jersey City, NJ 07302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-23 |
| PA | RA | APPROVED | 2020-02-21 |
| NJ | RA | APPROVED | 2014-05-01 |
Branch Locations
101 Hudson Street 21St Floor, Jersey City, NJ 07302 • United States
196 W Ashland Street, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atherean Asset Management Llc | Jersey City | NJ | 03/2014 | Present |
| Atherean Enterprises, Llc | Marlton | NJ | 05/2014 | Present |
| Intuit | Mountain View | CA | 12/2017 | Present |
| Atherean Value Investors, Llc | Jersey City | NJ | 06/2023 | Present |
Atherean Value Investors, LLC since June of 2023. Atherean Value Investors, LLC is the general partner to the Atherean Value Fund, LP, a pooled investment vehicle (investment-related). Intuit, employed as Tax Expert and Tax Expert Lead since December of 2017 (non investment-related). Atherean Enterprises, LLC, managing member since May of 2014. Atherean Enterprises, LLC provides tax preparation and planning and consulting and rideshare and carshare services (non investment-related).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-12-05 |
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