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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

12481 High Bluff Drive Suite 110, San Diego, CA 92130 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Callan Capital, Llc La Jolla CA 12/2015 06/2018
Aspiriant Llc Solana Beach CA 06/2018 02/2021
Aspiriant Llc San Diego CA 03/2021 Present
  • 12/2015 → 06/2018
    Callan Capital, Llc
    La Jolla, CA
  • 06/2018 → 02/2021
    Solana Beach, CA
  • 03/2021 → Present
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-01
  • S65 Uniform Investment Adviser Law Examination
    2000-06-01
Designations
Other Names
  • Ami Sheth

View on SEC IAPD

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