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Hari Bapiraju Gadi

Omsai Com LLC

Ringtown, PA

Chantilly, VA

CRD 7427356

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Employer firm

Omsai Com LLC CRD 317800

$930.0K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Omsai Com Llc

14801 Murdock St Suite 155, Chantilly, VA 20151 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-29
VA RA APPROVED 2023-07-18
  • PA RA
    APPROVED
    Since 2023-08-29
  • VA RA
    APPROVED
    Since 2023-07-18

Branch Locations

89 N Hancock Street, Ringtown, PA 17967 • United States

14801 Murdock St Suite 155, Chantilly, VA 20151 • 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
Omsai Com Llc Ringtown PA 09/2002 Present
Avantax Investment Services, Inc. Ringtown PA 10/2021 02/2022
Avantax Advisory Services Ringtown PA 11/2021 02/2022
  • 09/2002 → Present
    Omsai Com Llc
    Ringtown, PA
  • 10/2021 → 02/2022
    Avantax Investment Services, Inc.
    Ringtown, PA
  • 11/2021 → 02/2022
    Avantax Advisory Services
    Ringtown, PA
Previous Registrations
  • 2021-11-24 → 2022-02-28
    Avantax Advisory Services
    Ringtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-24
  • S66 Uniform Combined State Law Examination
    2021-11-24
Other Names
  • Hari Gadi

View on SEC IAPD

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