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14090 Southwest Freeway Suite # 300, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-17 |
Branch Locations
14090 Southwest Freeway Suite # 300, Sugar Land, TX 77478 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amr Consulting Services, Inc. | Hollywood | FL | 07/2005 | Present |
| Babyspot, Inc. | Miami | FL | 11/2006 | Present |
| My Harvest Field, Inc. | Houston | TX | 01/2009 | Present |
| My Harvest Field Consulting | Houston | TX | 11/2012 | Present |
| My Harvest Field Financial Llc | Houston | TX | 11/2012 | Present |
| Platinum Premier Global Equity | Sugarland | TX | 05/2016 | Present |
My Harvest Field, Inc is an investment related entity through which we provide life, health, and disability insurance. Currently Mr. Upadhya does not actively pursue this business and spends less than two hours a month during non-market hours in this endeavor. My Harvest Field Accounting & Tax is a non-investment related business through which we provide accounting & tax services. Forty hours a month during non-market hours are devoted to this business. AMR Consulting Services, Inc. a non investment related entity in which Mr. Upadhya provides leadership development and motivational speaking. Mr. Upadhya spends less than four hours a month during non-market hours on this entity. Platinum Premier Global Equity LLC is an investment related business which is a General Partner for the limited partnership Platinum Premier Global Fund I that works with U.S. accredited investors only to build a hotel in Fort Worth, Texas. Mr. Upadhya spends less than fifteen hours a month during non market hours in this business. Mr. Upadhya is also a solicitor for another investment firm, The Institute for Wealth Management. In this role Mr. Upadhya makes introductions of potential clients to The Institute for Wealth Management. This role as a IAR for My Harvest Field Financial and as a solicitor for The Institute of Wealth Management may lead to a conflict of interest. To mitigate the potential conflict of interest, Mr. Upadhya and My Harvest Field Financial disclose the IAR relationship and the solicitor relationship to any existing client or potential client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-09 |
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