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Irene Gerasimos Apergis

Arrowroot Family Office, LLC

Marina Del Rey, CA

Lakewood, CO

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Current Employers
Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-12-16
CA RA APPROVED 2017-08-05
  • CO RA
    APPROVED
    Since 2024-12-16
  • CA RA
    APPROVED
    Since 2017-08-05

Branch Locations

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Lakewood, CO • 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
Kls Professional Advisors Group, Llc Los Angeles CA 06/2014 03/2017
Arrowroot Partners Santa Monica CA 04/2017 08/2020
Arrowroot Family Office, Llc Santa Monica CA 05/2017 Present
  • 06/2014 → 03/2017
    Kls Professional Advisors Group, Llc
    Los Angeles, CA
  • 04/2017 → 08/2020
    Arrowroot Partners
    Santa Monica, CA
  • 05/2017 → Present
    Arrowroot Family Office, Llc
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-02
S65 Uniform Investment Adviser Law Examination 2007-04-19
S66 Uniform Combined State Law Examination 1999-09-02
  • S63 Uniform Securities Agent State Law Examination
    2017-08-02
  • S65 Uniform Investment Adviser Law Examination
    2007-04-19
  • S66 Uniform Combined State Law Examination
    1999-09-02
Other Names
  • Rini Apergis
  • Irene G Aspergis

View on SEC IAPD

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Other Offices

ARROWROOT CAPITAL MANAGEMENT, LLC · MARINA DEL REY, CA
SILICON BEACH WEALTH, LLC · MARINA DEL REY, CA
ARCA CAPITAL MANAGEMENT · MARINA DEL REY, CA
ARCA INVESTMENT MANAGEMENT, LLC · MARINA DEL REY, CA
EDWARD JONES · MARINA DEL REY, CA
J.P. MORGAN SECURITIES LLC · MARINA DEL REY, CA
AB HHELIO ASSOCIATES, INC. · MARINA DEL REY, CA
CLIFFWATER LLC · MARINA DEL REY, CA

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