Rati Manish Tripathi

Current Employers

Employment History

• 02/2015 → Present
  Transamerica Financial Advisors
  Edinburg, TX
• 01/2014 → Present
  Wfgia
  Edinburg, TX
• 10/2004 → 10/2016
  Vanderbilt Medical Center
  Nashville, TN
• 01/2017 → 06/2021
  New Height Real Estate Group
  Nashville, TN
• 08/2018 → Present
  Mantraa, Llc
  Memphis, TN
• 04/2020 → Present
  Health Care Insurnce Business
  Collierville, TN
• 04/2021 → Present
  Legacyshield
  Jacksonville, FL
• 04/2021 → 03/2022
  Debtmerica
  Santa Ana, CA
• 08/2021 → Present
  Lspn Pro, Llc
  Lindon, UT
• 10/2021 → Present
  Bloom Parks And Projects Non-Profit Organization
  Edinburg, TX
• 07/2022 → Present
  Bloom Parks And Projects Non-Profit Organization
  Edinburg, TX
• 02/2024 → Present
  Heartland Institute Of Financial Education
  Greenwood, CO
• 06/2024 → Present
  Rama Sampada Corporation
  Mcallen, TX
• 10/2024 → Present
  Inheritguard,Llc
  Sheridan, WY

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Mantraa, Inc | 08/2018 | Member | Memphis, TN | investment related Bloom Parks and Projects Non-Profit Organization / 1021-Present / Investment Related: No / 10220 Big 5 Road, Edinburg, TX 78541 / Director and Treasurer / underprivileged children / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0/ Providing support & guidance to underprivileged children. Bloom will also take up community development projects such as vocational training, career guidance, education, summer camps, gardening, and horticulture LSPN Pro, LLC /0821-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 3 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients LEGACYSHIELD / INVESTMENT RELATED: NO / LEGACYSHIELD, JACKSONVILLE FL / WFG AGENT: REFERRALS / HOURS PER MONTH: 0.5 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS HEALTH CARE INSURANCE BUSINESS; 1385 WINOKA ROAD, COLLIERVILLE, TN 38017; NOT INVESTMENT RELATED; AS OF 4/1/2020; 20 HRS/MONTH; 1 HR DURING TRADING; MEETING CLIENTS AND SUBMIT HEALTH CARE INSURANCE CASES TO INSURANCE COMPANY. APPROVED WITH RESTRICTIONS. BLOOM PARKS AND PROJECTS NON-PROFIT ORGANIZATIONPOSITION: Director NATURE: non profit for under privileged children and animals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2022 ADDRESS: 10220 N, Big 5 Road, Edinburg TX 78541,DESCRIPTION: Planning and helping in building a park with petting zoo for kids and working for welfare of underprivileged kids and animals. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CFEd NATURE: Financial education INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/14/2024 ADDRESS: 8301 east prentice avenue,, suite 312, Greenwood CO 80111, United States DESCRIPTION: Participating as educator in the field of financial services . RAMA SAMPADA CORPORATION \ POSITION: Member Director NATURE: Manage income from mostly WFG/TFA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2024 ADDRESS: 14212 ladybird lane, MCALLEN TX 78504 \ DESCRIPTION: a Corporation in my residential state TX for tax management puroses. INHERITGUARD,LLC POSITION: None NATURE: Providing bundled professional services with emphasis on estate planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2024 ADDRESS: 30 N GOULD STREET, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-09
• S63 Uniform Securities Agent State Law Examination
  2015-03-27

Other Names

• Rati Bajpai