Best Investors Account Sign in
Inactive

Amol Shashikant Desai

Perceptive Wealth Advisors LLC

Houston, TX

Claim This Profile
Current Employers
Perceptive Wealth Advisors Llc

5444 Westheimer Suite 1000, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-03
  • TX RA
    APPROVED
    Since 2019-09-03

Branch Locations

5444 Westheimer Suite 1000, Houston, TX 77056 • 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
Perceptive Wealth Advisors Llc Houston TX 05/2019 Present
K Carpenter Associates Inc, Houston TX 09/2013 04/2020
Other Businesses

Amol Desai is currently a Consultant with K Carpenter Associates Inc. This activity accounts for up to approximately 15% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-13
  • S65 Uniform Investment Adviser Law Examination
    2015-09-13
Designations

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor