Ajay Khatri

Current Employers

Employment History

• 01/2012 → Present
  Alternity Investment Advisors
  Newport Beach, CA
• 11/2008 → 06/2020
  North American Trade Center
  Huntington Beach, CA
• 02/2016 → 12/2018
  Vatreni
  Irvine, CA
• 12/2022 → 01/2025
  Resmac
  Boynton Beach, FL
• 02/2025 → 08/2025
  American Heritage Lending
  Irvine, CA
• 01/2018 → Present
  North Capital Mortgage
  Huntington Beach, CA
• 02/2026 → Present
  Makoto Insurance Services, Llc
  Newport Beach, CA

Other Businesses

Ajay Khatri is an independent mortgage broker/ managing member and real estate salesperson through North Capital Mortgage and will receive commissions for transacting residential mortgage loans. Ajay Khatri spends approximately 15 hours per month on these activities and about 5 hours a month during securities trading hours. Ajay Khatri is also a licensed insurance producer / managing member through Makoto Insurance Services where his activities include offering fixed annuities and life insurance, and spends about 10 hours per month on these activities but only approximately 5 hours per month on these activities during securities trading hours. He will also receive commissions for these insurance transactions. North Capital Mortgage is not an investment related business. Makoto Insurance Services can be considered an investment related business. Both of these businesses share the address of 2901 W. Coast HWY, STE 200, Newport Beach, CA 92663. Ajay started with North Capital Mortgage in January of 2018, and with Makoto Insurance Services in February of 2026.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-29