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LH

Lisa B. Hovan

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CRD#: 4659652
LH

Professional summary


Lisa Blair Hovan was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Lisa is a previously registered financial professional and started their career in finance in 2005. Prior to being barred, Lisa had worked at 5 firms, which includes VIANT CAPITAL LLC, US ARMA PARTNERS LP, WREN CAPITAL LLC, SANCTUARY SECURITIES LLC, BELVEDERE SECURITIES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lisa Wright Blair | Lisa Blair Hanlon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 13, 2010 - October 5, 2011

VIANT CAPITAL LLC

BD
CRD#: 46948
SAN FRANCISCO, CA
Past

August 11, 2010 - October 21, 2011

US ARMA PARTNERS LP

BD
CRD#: 136024
NEW YORK, NY
Past

June 28, 2010 - October 7, 2011

WREN CAPITAL, LLC

BD
CRD#: 150721
SAN FRANCISCO, CA
Past

January 26, 2010 - September 26, 2011

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
SAN FRANCISCO, CA
Past

October 17, 2007 - March 24, 2009

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
SAUSALITO, CA
Past

June 13, 2005 - March 27, 2006

BELVEDERE SECURITIES, LLC

BD
CRD#: 133704
BELVEDERE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 1/28/2005
Financial and Operations Principal Examination

Current Firm


VC
VIANT CAPITAL LLC
HARBORSTONE CAPITAL, LLC | VIANT CAPITAL LLC | SEVEN HILLS PARTNERS, INC. | NEVERIC CAPITAL, INC.

CRD#: 46948 / SEC#: , 8-51602

BD
Terminated by SEC on 02/13/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/06/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SMITH, SCOTT TAYLORCEO, CCO2909659

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VIANT CAPITAL LLC

CRD#: 46948

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