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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-17 |
Branch Locations
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | Present |
| University Of Pennsylvania | Philadelphia | PA | 07/2022 | Present |
| Pricewaterhouse Coopers Llc | San Francisco | CA | 05/2022 | 06/2023 |
| Unemployed | San Francisco | CA | 09/2021 | 05/2022 |
| Applepie Capital | San Francisco | CA | 06/2021 | 09/2021 |
| Unemployed | San Francisco | CA | 10/2020 | 06/2021 |
| Smartbiz | San Francisco | CA | 04/2014 | 10/2020 |
| Lvz Famille Llc | San Francisco | CA | 11/2022 | Present |
1. Graduate School Professor; Wharton School University of Pennsylvania 3733 Spruce Street Philadelphia PA 19104-6340; Start Date 07/2021; 2. LVZ Famille LLC at Charles Schwab, not investment relate. 4248 Balboa Street SF 94121. Co-owner, NO DAILY DUTIES - This is purely a custodial account to hold investments - 0 hrs a week - November 2022 to PRESENT. 3. Owner, head coach; ScholarAthLead.com 4248 Balboa Street, San Francisco 94121; Start Date 7/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-16 |
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