SD
Scott David Puritz
CRD 6179412
Firms
| Firm | Role | As of |
|---|---|---|
| Rebalance Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Rebalance Llc
Owner · 75% or more · Oct 2024
-
Rebalance Llc
Chief Compliance Officer & Managing Director · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗