RIA Intelligence

LLOYD TEVIS INVESTMENTS, LLC

CRD #323061 SEC #801-126660 LAFAYETTE, CA 415-237-1895
SEC Registered
Total AUM
$297K
Discretionary
$0
Employees
4
Clients
1
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
POULIN, WILLIAM, JONIHEAD OF MARKETING AND STRATEGYNA
POULIN, WILLIAM, JONIHEAD OF MARKETING AND STRATEGYNA
POULIN, WILLIAM, JONIHEAD OF MARKETING AND STRATEGYNA
POULIN, WILLIAM, JONIHEAD OF MARKETING AND STRATEGYNA
POULIN, WILLIAM, JONIHEAD OF MARKETING AND STRATEGYNA
TORRE, NICHOLAS, GOODRICHICEO AND CHIEF COMPLIANCE OFFICERNA Control
TORRE, NICHOLAS, GOODRICHICEO AND CHIEF COMPLIANCE OFFICERNA Control
TORRE, NICHOLAS, GOODRICHICEO AND CHIEF COMPLIANCE OFFICERNA Control
TORRE, NICHOLAS, GOODRICHICEO AND CHIEF COMPLIANCE OFFICERNA Control
TORRE, NICHOLAS, GOODRICHICEO AND CHIEF COMPLIANCE OFFICERNA Control
ARCHIMEDES SYSTEMS, LLCDEDIRECT OWNERE Control
ARCHIMEDES SYSTEMS, LLCDEDIRECT OWNERE Control
ARCHIMEDES SYSTEMS, LLCDEDIRECT OWNERE Control
ARCHIMEDES SYSTEMS, LLCDEDIRECT OWNERE Control
ARCHIMEDES SYSTEMS, LLCDEDIRECT OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TORRE, NICHOLAS, GOODRICHIARCHIMEDES SYSTEMS, LLCE Control
TORRE, NICHOLAS, GOODRICHIARCHIMEDES SYSTEMS, LLCE Control
TORRE, NICHOLAS, GOODRICHIARCHIMEDES SYSTEMS, LLCE Control
TORRE, NICHOLAS, GOODRICHIARCHIMEDES SYSTEMS, LLCE Control
TORRE, NICHOLAS, GOODRICHIARCHIMEDES SYSTEMS, LLCE Control

Registrations

Federal

IA
Mar 20, 2024 REGISTERED

Notice Filings (1)

CA

Address

3658 MT DIABLO BLVD, SUITE 201
LAFAYETTE, CA 94549
United States
Phone: 415-237-1895