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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliance Capital Asset Management Limited | Bangalore, Karnataka | 06/2008 | 06/2017 | |
| None - Sabbatical | Boynton Beach | FL | 07/2017 | 08/2019 |
| Morgan Stanley | Menlo Park | CA | 09/2019 | 11/2019 |
| None | Austin | TX | 12/2019 | 05/2020 |
| Austin Private Wealth | Austin | TX | 06/2020 | 12/2025 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
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