Avinash Kochikar Pai

Current Employers

Employment History

• 08/2007 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Irvine, CA
• 10/2015 → 03/2025
  Provence Wealth Management Group
  Irvine, CA
• 12/2024 → Present
  Independent Advisor Alliance
  Charlotte, NC
• 03/2025 → Present
  Revant Wealth
  Irvine, CA

Previous Registrations

• 2016-01-26 → 2025-03-28
  Provence Wealth Management Group
  Irvine, CA
• 2004-05-21 → 2007-08-13
  Ameriprise Financial Services, Llc
  Glendale, CA
  Irvine, CA

Other Businesses

1. 1/9/2008 - Avinash Pai - Investment Related - NON-VARIABLE INSURANCE 2. 1/10/2008 - No Business Name - Not Investment Related - Teacher/Instructor - ADJUNCT PROFESSOR - I OCCAISONALLY TEACH AT UC IRVINE'S GRAD SCHOOL OF MANAGEMENT / UNIVERSITY EXTENSION CENTER FOR THEIR PERSONAL FINANCIAL PLANNING PROGRAM (EDUCATIONAL REQUIREMENT FOR CFP CIRRICULUM). INSTRUCTOR - TEACHING OTHER FINANCIAL PROFESSIONALS - 5% TIME SPENT. 3. 1/28/2009 - PROVENCE WEALTH MANAGEMENT - Investment Related - AtReported Business Location(s) - NON-VARIABLE INSURANCE DBA. 4. 3/22/2013: PROVENCE WEALTH MANAGEMENT GROUP, INC. - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - THIS IS A DBA GROUP USED FOR BRANDING PURPOSES THAT HAS CHECKING ETC FOR RENT EXPENSES AND PAYROLL. BUT NO OTHER FUNCTION. - TIME SPENT 5%. 5. 03/10/2016 - Provence Registered Investment Advisor - Registered Investment Advisor DBA - Investment Related - Irvine CA - Start Date: 02/16/2016 - 80 Hrs/Mth - 80 Hrs During Trading. 6. 02/02/2018 - Provence Wealth Management Group Inc - Registered Investment Advisor Hybrid - Investment Related - Irvine CA - Start Date: 12/01/2016 - 40 Hrs/Mth - 40 Hrs During Trading. I provide investment advisory services through Provence Wealth Management Group Inc, an independent investment advisor firm. I started this business activity in 10-2015. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 02/02/2022 - PWMG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 8. 02/10/2022 - PWMG Tech LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 9. 09/21/2022 - PAETS Partners, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 05/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 10. 09/23/2022 - APAP Real Estate LLC - Investment Related - Sunny Isles Beach, FL 33160. - Real Estate Rental - Owner - Start Date - 10/01/2021 - 9 Hours Per Month/0 Hours During Securities Trading. 11. 04/01/2025 - Revant Wealth - DBA for LPL Business (entity for LPL business)- Inv Rel - At Reported Business Location(s) - Start Date: 03/01/2025 - 20 Hrs/Mth - 6 Hrs During Trading. 12. 04/01/2025 - Revant Wealth - DBA for RIA Business (entity for RIA business)- Inv Rel - At Reported Business Location(s) - Start Date: 03/01/2025 - 20 Hrs/Mth - 6 Hrs During Trading. 13. 04/01/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 03/01/2025 - 20 Hrs/Mth - 20 Hrs During Trading. I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 14.04/03/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor DBA - Inv Rel- At Reported Business Location(s) - Start Date:3/1/2025 - 20 Hrs/Mth - 20 Hrs During Trading. 15.10/08/2025 - APAI Consulting, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Rel - At Reported Business Location(s) - Started 1/1/2025 10 Hrs/Mth - 20 hr during Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-05-20

Designations

Other Names

• Avi Pai