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Kurt Walter Rauzi

Dedicated Capital Advisors, LLC

San Francisco, CA

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Current Employers
Dedicated Capital Advisors, Llc

601 Montgomery St. Suite 1111, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-02-26
  • CA RA
    APPROVED
    Since 2018-02-26

Branch Locations

601 Montgomery St. Suite 1111, San Francisco, CA 94111 • 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
Dedicated Capital Advisors, Llc San Francisco CA 05/2013 Present
Gordian Investments, Llc San Francisco CA 09/2015 12/2016
Previous Registrations
  • 2013-10-14 → 2015-12-31
    Dedicated Capital Advisors, Llc
    San Francisco, CA
  • 2013-01-02 → 2013-12-31
    Navitas Investment Advisory Services, Llc
    Ridgeland, MS
  • 2009-01-26 → 2012-12-31
    Navitas Investment Advisory Services, Llc
    Ridgeland, MS
  • 2001-01-01 → 2008-12-31
    Navitas Investment Advisory Services, Llc
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-12
S65 Uniform Investment Adviser Law Examination 1996-05-06
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12
  • S65 Uniform Investment Adviser Law Examination
    1996-05-06
Designations
Other Names
  • Kurt W Rauzi

View on SEC IAPD

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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

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