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Theodore James Lauzen

Grey Fox Wealth Advisors, LLC

Rockland, DE

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Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
TX RA APPROVED 2022-01-03
DE RA APPROVED 2020-03-06
  • PA RA
    APPROVED
    Since 2024-05-15
  • TX RA
    APPROVED
    Since 2022-01-03
  • DE RA
    APPROVED
    Since 2020-03-06

Branch Locations

100 South Rockland Falls Road, Rockland, DE 19732 • 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
United States Marine Corps Helmand Province 05/2007 03/2017
Goldman Sachs New York NY 03/2017 06/2017
Nimbly, Llc Los Angeles CA 06/2017 10/2018
Grey Fox Capital, Llc Wilmington DE 10/2018 Present
Grey Fox Wealth Advisors, Llc Wilmington DE 01/2020 Present
  • 05/2007 → 03/2017
    United States Marine Corps
    Helmand Province
  • 03/2017 → 06/2017
    Goldman Sachs
    New York, NY
  • 06/2017 → 10/2018
    Nimbly, Llc
    Los Angeles, CA
  • 10/2018 → Present
    Grey Fox Capital, Llc
    Wilmington, DE
  • 01/2020 → Present
    Grey Fox Wealth Advisors, Llc
    Wilmington, DE
Other Businesses

Grey Fox Capital, LLC Investment-related = Yes. Address = 112 French Street, Wilmington, DE 19801 Partner, Private fund. 5 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06
Other Names
  • Ted Lauzen

View on SEC IAPD

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CREATIVE PLANNING

Other Investors

KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN

Other Offices

LPL FINANCIAL LLC · MONTCHANIN, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
DIVERSIFIED, LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
CHARLES SCHWAB & CO., INC. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
STIFEL, NICOLAUS & COMPANY, INCORPORATED · GREENVILLE, DE
STRATEGIC ADVISERS LLC · GREENVILLE, DE

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