Prasanna Venkatesh Srinivasan

Employer firm

Opti Bloom Advisors LLC CRD 299179

$18.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars
ONGOING INVESTMENT CONSULTING

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

Current Employers

Opti Bloom Advisors Llc

Alpharetta, GA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-02-10
GA	RA	APPROVED	2018-11-14

TX RA
APPROVED_RES

Since 2021-02-10
GA RA
APPROVED

Since 2018-11-14

Branch Locations

Alpharetta, GA • 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
Bahwan Cybertek Inc	Natick	MA	04/2010	09/2016
Manhattan Associates Llc	Atlanta	GA	10/2016	02/2018
Verte Enterprises Llc	Atlanta	GA	03/2018	05/2018
Manhattan Associates Inc.	Atlanta	GA	07/2018	Present
Opti Bloom Advisors Llc	Alpharetta	GA	10/2018	Present

04/2010 → 09/2016

Bahwan Cybertek Inc

Natick, MA
10/2016 → 02/2018

Manhattan Associates Llc

Atlanta, GA
03/2018 → 05/2018

Verte Enterprises Llc

Atlanta, GA
07/2018 → Present

Manhattan Associates Inc.

Atlanta, GA
10/2018 → Present

Opti Bloom Advisors Llc

Alpharetta, GA

Other Businesses

Manhattan Associates Inc., not investment related, 2300 Windy Ridge Parkway, Atlanta, GA 30339, Supply Chain Software, Project Manager, employee, start date 10/2016 & 07/2018, 160 hrs per month during trading hours, coordinate all aspects of a product or service offering for a client from inception to installation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-18

S65 Uniform Investment Adviser Law Examination

2018-08-18

View on SEC IAPD