Inactive

Archana Ravindra Turaga

Foster City, CA

Claim This Profile

Current Employers

Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-16

CA RA
APPROVED

Since 2025-05-16

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • 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

Organization	City	State	From	To
Summitry, Llc	Foster City	CA	05/2021	Present
Aspiriant Llc	Mountain View	CA	07/2018	06/2020
Yellow Brick Road Financial Advisors Llc	San Francisco	CA	02/2018	06/2018
Carlton Pace Wealth Management	Cupertino	CA	10/2015	02/2018
Unemployed	N/A	CA	06/2020	05/2021

05/2021 → Present

Summitry, Llc

Foster City, CA
07/2018 → 06/2020

Aspiriant Llc

Mountain View, CA
02/2018 → 06/2018

Yellow Brick Road Financial Advisors Llc

San Francisco, CA
10/2015 → 02/2018

Carlton Pace Wealth Management

Cupertino, CA
06/2020 → 05/2021

Unemployed

N/A, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-16

S65 Uniform Investment Adviser Law Examination

2025-05-16

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA

J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA

WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA

CELESTA · SAN MATEO, CA

SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

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