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Puneet Singh Sahi

Iron Horse Capital, Inc.

Irvine, CA

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Current Employers
Iron Horse Capital, Inc.

Irvine, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-22
  • CA RA
    APPROVED
    Since 2025-12-22

Branch Locations

Irvine, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Costa Mesa CA 07/2015 12/2017
Genspring Family Offices Costa Mesa CA 07/2015 12/2017
Palo Capital, Inc. Newport Beach CA 12/2017 06/2019
Spm Investment Management Dba Coordinate Wealth Tustin CA 02/2019 Present
Iron Horse Capital, Inc. Irvine CA 05/2019 Present
Iron Horse Capital, Inc. Irvine CA 06/2022 Present
  • 07/2015 → 12/2017
    Suntrust Bank
    Costa Mesa, CA
  • 07/2015 → 12/2017
    Genspring Family Offices
    Costa Mesa, CA
  • 12/2017 → 06/2019
    Palo Capital, Inc.
    Newport Beach, CA
  • 02/2019 → Present
    Spm Investment Management Dba Coordinate Wealth
    Tustin, CA
  • 05/2019 → Present
    Iron Horse Capital, Inc.
    Irvine, CA
  • 06/2022 → Present
    Iron Horse Capital, Inc.
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-15
  • S63 Uniform Securities Agent State Law Examination
    2003-07-15
Designations

View on SEC IAPD

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