Inactive

Svetlana A Kot

Claim This Profile

Current Employers

Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-02-05

OK RA
APPROVED

Since 2024-02-05

Branch Locations

635 Bryant Street #6, Palo Alto, CA 94301 • 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

Organization	City	State	From	To
Ntegrity Gaming Corp.	Tulsa	OK	11/2015	05/2019
Tulsa Ballet Theatre Inc.	Tulsa	OK	07/2019	02/2021
Eqitrade Limited	George Town		03/2021	12/2022
Rebalance Llc	Palo Alto	CA	01/2023	Present

11/2015 → 05/2019

Ntegrity Gaming Corp.

Tulsa, OK
07/2019 → 02/2021

Tulsa Ballet Theatre Inc.

Tulsa, OK
03/2021 → 12/2022

Eqitrade Limited

George Town
01/2023 → Present

Rebalance Llc

Palo Alto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-05

S65 Uniform Investment Adviser Law Examination

2024-02-05

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

CITIGROUP GLOBAL MARKETS INC.

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WAVERLEY CAPITAL MANAGEMENT, LLC

LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN

SIRMA M TZOUTZOVA

LARYSA P SMYKOVSKAYA

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA

CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA

DCVC · PALO ALTO, CA

DCVC BIO · PALO ALTO, CA

AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA

WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor