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Steven Allen

Sop Advisors LLC

Rancho Santa Fe, CA

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Current Employers
Sop Advisors Llc

Rancho Santa Fe, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-22
  • CA RA
    APPROVED
    Since 2023-11-22

Branch Locations

Rancho Santa Fe, CA • 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
Greenbriar Partners L.P. Rancho Santa Fe CA 09/1994 Present
Sop Advisors Llc Rancho Santa Fe CA 11/2022 Present
  • 09/1994 → Present
    Greenbriar Partners L.P.
    Rancho Santa Fe, CA
  • 11/2022 → Present
    Sop Advisors Llc
    Rancho Santa Fe, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25

View on SEC IAPD

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