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Registration History
201220142016201820202022202420262 FIRMS2024 - Present (<1 year)IASAVVY (CRD# 318493)2022 - 2024 (2 years)IAGREYFOX INVESTORS LLC (CRD# 168968)2023 - 2023 (<1 year)IAGREYFOX INVESTORS LLC (CRD# 168968)2013 - 2022 (9 years)IATEN ASSET MANAGEMENT, INC. (CRD# 134021)2012 - 2013 (<1 year)
Disclosure(s)
View By:
8/20/2024
Employment Separation After Allegations
License(s)

State Registrations

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California 9/9/2024

Current Registration(s)
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GREYFOX INVESTORS LLC (CRD#:334180)
Ojai, CA
Registered with this firm since 12/20/2024

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GREYFOX INVESTORS LLC (CRD#:168968)
OJAI, CA
Registered with this firm since 9/9/2024

Previous Registration(s)
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07/13/2022 - 09/04/2024 SAVVY (CRD#:318493) Ojai, CA
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02/14/2023 - 06/30/2023 GREYFOX INVESTORS LLC (CRD#:168968) VENTURA, CA
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09/19/2013 - 12/31/2022 GREYFOX INVESTORS LLC (CRD#:168968) OJAI, CA
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10/11/2012 - 08/31/2013 TEN ASSET MANAGEMENT, INC. (CRD#:134021) OJAI, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.