Angad Mahal

Current Employers

Employment History

• 01/2020 → 03/2022
  Piper Sandler
  Seattle, WA
• 06/2018 → 12/2019
  Comerica Bank
  Costa Mesa, CA
• 08/2017 → 06/2018
  Claremont Graduate University
  Claremont, CA
• 10/2016 → 08/2017
  T-Mobile
  Bellevue, WA
• 07/2015 → 10/2016
  Keybank
  Seattle, WA
• 03/2022 → 10/2024
  Rbc Capital Markets, Llc
  Seattle, WA
• 10/2024 → Present
  Principal Life Insurance Co
  Tukwila, WA
• 10/2024 → Present
  Principal Securities Inc
  Tukwila, WA

Other Businesses

**EAST HILL INVESTORS LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023 ADDRESS: 22433 133rd AVE SE, Kent WA 98042, United States DESCRIPTION: East Hill Investors LLC is a holding company that houses my loan brokerage which has the DBA "Onyx Capital". **P&C INSURANCE POSITION: Owner NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 22433 133rd AVE SE, Kent WA 98042, United States DESCRIPTION: Sunstone Insurance Advisors sells property and casualty insurance policies to commercial and individual customers. **FINANCIAL SERVICES BUSINESS VIA PRINCIPAL POSITION: Owner NATURE: DI, Group Benefits, Fixed Insurance, fee-based planning and products, financial strategies, annuities, mutual funds, VL, commission-based products INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2025 ADDRESS: 22433 133rd AVE SE, Kent WA 98042, United States DESCRIPTION: I'm working as a financial professional as a contracted broker with Principal Financial. I plan to offer DI, Group Benefits, Fixed Insurance, fee-based planning and products, financial strategies, annuities, mutual funds, VL, and commission-based products. My client based will be focused on business owners, may also include individuals that are non-business owners. **AGILE ACCOUNTING AND BUSINESS CONSULTING LLC POSITION: Holding Company NATURE: Holding Company for Agile Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023 ADDRESS: 22433 133rd AVE SE, Kent WA 98042, United States DESCRIPTION: This is just the holding company for Agile Accounting. Publicly this company will be shown as "Agile Accounting". **AGILE ACCOUNTING POSITION: Owner NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 22433 133rd AVE SE, Kent WA 98042, United States DESCRIPTION: Basic accounting, bookkeeping, and tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2022-07-11

Other Names

• Angad Singh Mahal