Curtis Roberts Attorney Profile on UpCounsel
Curtis Roberts

Curtis Roberts

Lawyer

Santa Monica
California
Licensed in
CA
Pepperdine University
School of Law
5.0 5
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
About
I am an attorney with The Founder's Attorney. A dedicated legal institution that helps entrepreneurs get their idea off the ground. I specialize in connecting entrepreneurs to various sources of early-stage funding and drafting all the essential start-up documentation. I am dedicated to helping my clients and their businesses to succeed.
1
Year
experience
Fortune 500 Badge

Practice Areas

Client Reviews

5.0
Clear Communication
Response Time
Knowledgeable
Meets Deadlines
out of 2 reviews
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"I connected with Curtis via a data driven networking app. I was looking for someone to bounce ideas off of and Curtis was helpful in giving me a clear understanding of my current start-up stage. Having recommend several helpful resources I was on my way to moving my passion forward. Curtis is helpful, friendly and knowledgeable. I look forward to working with him in the future."

Business Review
Posted on Mar 7, 2017
Clear Communication
Response Time
Knowledgeable
Meets Deadlines

"Curtis has been really helpful from the get-go. Unlike other attorneys, his genuine and friendly approach made us very comfortable and at ease. He also started to add value to our company right away. I can tell that he is truly dedicated to his craft and he is very talented at what he does. When you work with him, you will understand that It almost feels like he is a part of your team. I wish all attorneys were like him..."

Pitch and Business Review
Posted on Mar 7, 2017

Work History

The Founder's Attorney

Lawyer

Dec 2016 - Present

• Drafting startup and state registration documentation
• Connecting founders and entrepreneurs with the best matched funding for their goals

Dec 2016 - Present

Securities and Exchange Commission (SEC)

Legal

Jan 2016 - Apr 2016

• Rule filing review for multiple SROs including NYSE, NASDAQ, and FINRA.
• Preparation of summary of comment letters for rules regarding a source code repository that would directly impact all
algorithmic and high frequency trading firms.
• Preparation of table summarizing all NMS securities plans that was to be distributed to Congress.

Jan 2016 - Apr 2016

Dowling Aaron

Associate

May 2015 - Aug 2015

• Drafted various documents for clients including operating agreements, estoppel certificates, promissory notes, transfer of ownership agreements, mortgage agreements, and purchase agreements for California limited liability companies, corporations, and limited partnerships.
• Contacted expert witnesses and coordinated timing and deliverables.

May 2015 - Aug 2015

Realty Mogul

Office of General Counsel

Jan 2015 - Apr 2015

• Researched select SEC provisions regarding investor accreditation to ensure compliance.
• Drafted model language for operating agreements, mandatory disclosures, and mortgage agreements for use by investors in various states.

Jan 2015 - Apr 2015

Goldman Sachs Group

Financial Analyst

Nov 2013 - Aug 2013

• Responsible for processing and paying all cash dividends to client accounts
• I reconciled all outstanding balances in current accounts and resolved client and broker queries that were related to bond and interest payments.

Nov 2013 - Aug 2013
Publications on UpCounsel

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