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Current Employers
Guardant Wealth Advisors

848 Brickell Avenue Suite Ph5, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-27
  • NY RA
    APPROVED
    Since 2026-02-27

Branch Locations

New York, NY • United States

848 Brickell Avenue Suite Ph5, Miami, FL 33131 • 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
Jpmorgan Chase Bank Na Los Angeles CA 02/2017 09/2020
University Of Colorado At Boulder Boulder CO 08/2015 06/2016
Propeld Edgewater NJ 06/2016 08/2016
University Of Colorado At Boulder Boulder CO 08/2016 12/2016
Unemployed Hackensack NJ 12/2016 02/2017
New Caps Llc New York City NY 08/2011 08/2016
Tel Aviv University Tel Aviv 10/2020 10/2021
More Magna A.M. Tel Aviv 12/2021 10/2023
Oporto Delta Tel Aviv 11/2023 01/2025
N/A Englewood NJ 01/2025 01/2026
Guardant Wealth Advisors New York NY 01/2026 Present
  • 02/2017 → 09/2020
    Jpmorgan Chase Bank Na
    Los Angeles, CA
  • 08/2015 → 06/2016
    University Of Colorado At Boulder
    Boulder, CO
  • 06/2016 → 08/2016
    Propeld
    Edgewater, NJ
  • 08/2016 → 12/2016
    University Of Colorado At Boulder
    Boulder, CO
  • 12/2016 → 02/2017
    Unemployed
    Hackensack, NJ
  • 08/2011 → 08/2016
    New Caps Llc
    New York City, NY
  • 10/2020 → 10/2021
    Tel Aviv University
    Tel Aviv
  • 12/2021 → 10/2023
    More Magna A.M.
    Tel Aviv
  • 11/2023 → 01/2025
    Oporto Delta
    Tel Aviv
  • 01/2025 → 01/2026
    N/A
    Englewood, NJ
  • 01/2026 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2017-08-19
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2017-08-19

View on SEC IAPD

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