IL

Itai R. Liptz

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CRD#: 7379818
IL

Professional summary


Itai Royi Liptz was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Itai is a previously registered financial professional and started their career in finance in 2021. Prior to being barred, Itai had worked at 1 firm, which includes RIMAR CAPITAL LLC.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Itai Liptz

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.

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

June 10, 2021 - June 2, 2025

RIMAR CAPITAL LLC

RIA
CRD#: 312419
BURLINGAME, 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


State Security Law Exam

Current Firm


RC
RIMAR CAPITAL LLC
RIMAR CAPITAL | RIMAR CAPITAL LLC

CRD#: 312419 / SEC#:

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Contact information


Main Address
Burlingame, CA
Mailing Address
Phone number
(650) 505-6967
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 3,941,317

Red Flags


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

Company Information


RIMAR CAPITAL LLC

CRD#: 312419

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