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Ashwini Patil

Goalvest Advisory LLC

New York, NY

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Current Employers
Goalvest Advisory Llc

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-01
TX RA APPROVED 2021-09-01
  • NY RA
    APPROVED
    Since 2021-09-01
  • TX RA
    APPROVED
    Since 2021-09-01

Branch Locations

4 World Trade Center, Suite 2908, New York, NY 10007 • 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
Goalvest Advisory Llc New York NY 05/2021 Present
Goalvest Advisory New York NY 12/2018 Present
Student Hoboken NJ 08/2016 05/2018
N/A Hoboken NJ 05/2018 12/2018
  • 05/2021 → Present
    Goalvest Advisory Llc
    New York, NY
  • 12/2018 → Present
    Goalvest Advisory
    New York, NY
  • 08/2016 → 05/2018
    Student
    Hoboken, NJ
  • 05/2018 → 12/2018
    N/A
    Hoboken, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-08-31

View on SEC IAPD

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