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Amir A Dadabhoy

Valtrion Capital Management, LLC

Franklin, TN

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Current Employers
Valtrion Capital Management, Llc

701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-25
CA RA APPROVED 2025-06-20
  • TN RA
    APPROVED
    Since 2026-06-25
  • CA RA
    APPROVED
    Since 2025-06-20

Branch Locations

701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • 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
Morgan Stanley Smith Barney Pasadena CA 01/2012 05/2022
Bgw Wealth Advisors, Llc Pasadena CA 05/2022 03/2023
Bgw Wealth Advisors, Llc Pasadena CA 05/2022 03/2023
Kestra Investment Services, Llc Huntersville NC 03/2023 10/2023
Kestra Private Wealth Services, Llc Huntersville NC 03/2023 10/2023
Bgw Wealth Advisors, Llc Charlotte NC 10/2023 06/2025
Morgan Stanley Riverside CA 01/2012 05/2021
Valtrion Capital Management, Llc Franklin TN 06/2025 Present
  • 01/2012 → 05/2022
    Morgan Stanley Smith Barney
    Pasadena, CA
  • 05/2022 → 03/2023
    Bgw Wealth Advisors, Llc
    Pasadena, CA
  • 05/2022 → 03/2023
    Bgw Wealth Advisors, Llc
    Pasadena, CA
  • 03/2023 → 10/2023
    Kestra Investment Services, Llc
    Huntersville, NC
  • 03/2023 → 10/2023
    Kestra Private Wealth Services, Llc
    Huntersville, NC
  • 10/2023 → 06/2025
    Bgw Wealth Advisors, Llc
    Charlotte, NC
  • 01/2012 → 05/2021
    Morgan Stanley
    Riverside, CA
  • 06/2025 → Present
    Valtrion Capital Management, Llc
    Franklin, TN
Previous Registrations
  • 2023-10-24 → 2025-07-29
    Bgw Wealth Advisors, Llc
    Charlotte, NC
  • 2023-03-16 → 2023-10-12
    Kestra Private Wealth Services, Llc
    Huntersville, NC
    Austin, TX
    Ontario, CA
  • 2022-06-02 → 2023-03-17
    Bgw Wealth Advisors, Llc
    Pasadena, CA
  • 2023-03-16 → 2023-03-16
    Kestra Advisory Services, Llc
    Ontario, CA
    Austin, TX
    Huntersville, NC
  • 2012-07-24 → 2022-06-02
    Morgan Stanley
    Riverside, CA
    Pasadena, CA
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-23
  • S66 Uniform Combined State Law Examination
    2012-07-23

View on SEC IAPD

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ONEDIGITAL · FRANKLIN, TN
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