Shrikant M Nadkarni

Current Employers

Employment History

• 02/2005 → Present
  Withum Smith & Brown
  Somerville, NJ
• 06/2014 → 03/2023
  Next Horizon Advisors Llc
  Somerset, NJ
• 04/2022 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2014-07-30 → 2023-03-07
  Next Horizon Advisors Llc
  Princeton, NJ
• 2012-09-24 → 2014-06-27
  Glen Eagle Wealth, Llc
  Princeton, NJ
  Kingston, NJ
• 2002-07-02 → 2012-10-04
  Avantax Advisory Services
  Edison, NJ

Other Businesses

1. Withum Smith + Brown, PC, non-investment related, 506 Carnegie Center #400, Princeton, NJ, Accounting Firm, start date 07/2014, 8 hours per month, 4 hours during trading hours, title - Emeritus Partner, services - business advisory, accounting, and tax services. 2. Marathi Vishwa, Inc.; investment-related; 86 Kingsland Circle, Monmouth Junction, NJ 08852; not-for-profit cultural organization; investment committee member; Start 09/2019; 1 hour per month, none during trading hours; trading and advising on investments. 3. Dalal Family Foundation, Non-Investment Related, 21 Eleanor Drive, Kendall Park, NJ 08824, Private Charitable Foundation, Position / Title: Member of Advisory Board, Start Date: 09/01/2026, 2 hours/month, Hours During Securities Trading Hours: 2 hours/month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-11