Jorgelina Roisenzvit

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-30
CA	RA	APPROVED	2022-08-29

Branch Locations

954 S Westlake Blvd, Westlake Village, CA 91361 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Marshalls	Fresno	CA	04/2019	11/2019
3 Generations Arts & Shop Aka Giuva Boutique	Thousand Oaks	CA	10/2011	Present
Bank Of America	Simi Valley	CA	10/2020	04/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Santa Paula	CA	04/2022	Present
Unemployed	Fresno	CA	11/2019	10/2020
Bank Of America, N.A.	Santa Paula	CA	06/2022	Present

04/2019 → 11/2019

Marshalls

Fresno, CA
10/2011 → Present

3 Generations Arts & Shop Aka Giuva Boutique

Thousand Oaks, CA
10/2020 → 04/2022

Bank Of America

Simi Valley, CA
04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Santa Paula, CA
11/2019 → 10/2020

Unemployed

Fresno, CA
06/2022 → Present

Bank Of America, N.A.

Santa Paula, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-16

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