Jusmeet Virmani

Current Employers

Symphony Retirement Partners Llc

1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-04

TX RA
APPROVED

Since 2024-12-04

Branch Locations

1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • United States

Plano, TX • 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
Ameriprise Financial Services Inc	Plano	TX	09/2018	01/2020
Self	Plano	TX	05/2013	09/2018
Copiam Wealth Management Llc	The Colony	TX	01/2020	11/2024
Symphony Retirement Partners	Round Rock	TX	12/2024	Present

09/2018 → 01/2020

Ameriprise Financial Services Inc

Plano, TX
05/2013 → 09/2018

Self

Plano, TX
01/2020 → 11/2024

Copiam Wealth Management Llc

The Colony, TX
12/2024 → Present

Symphony Retirement Partners

Round Rock, TX

Previous Registrations

2020-01-31 → 2024-12-20

Copiam Wealth Management, Llc

The Colony, TX
2018-12-17 → 2020-01-10

Ameriprise Financial Services, Llc

Plano, TX

Other Businesses

Sole proprietor; Consultant, Actor, Writer, Director, Filmmaker, non investment related, on and off employment, 0 hours during trading Mr. Virmani is an independently licensed general lines insurance agent and may offer life, accident and health insurance products solely based on client needs and circumstances. Mr. Virmani spends approximately 10% of his time providing insurance advice.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-17

S66 Uniform Combined State Law Examination

2018-12-17

Other Names

Jusmeet Singh Virmani
Sunny Virmani

View on SEC IAPD