Sat Jivan Singh Khalsa

Current Employers

Employment History

• 10/1974 → Present
  The Khalsa Law Firm
  New York, NY
• 04/2025 → Present
  Integrity Advisory Solutions
  New York, NY

Other Businesses

1. Alzheimer's Association of New York; Not investment related; 60 E 42nd St, Ste 2240, New York, New York 10165; Nonprofit; Board Member; 10/11/2023; 10 hours; 0 hours during trading hours; Board Member 2. American Academy Wealth; Investment Related; 1115 Broadway, Ste 1113, New York, New York, 10010; DBA for securities business; Investment Adviser Representative, 04/21/2025; 40 hours; 40 hours during trading hours; Investment Services 3. KHALSA LAW FIRM PC POSITION: Partner/Attorney NATURE: Estate planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/1996 ADDRESS: 1115 Broadway, New York NY 10010, United States DESCRIPTION: Estate planning advice, elder law advice. Preparation of estate plans and various legal documents. 4. KHALSA WEALTH LLC POSITION: Owner NATURE: Entity for tax/accounting purposes. Will not be client facing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2025 ADDRESS: 1115 Broadway, New York NY 10010, United States DESCRIPTION: Review and management of clients for whom I have engaged in wealth management via Integrity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21

Other Names

• Robert Alexander Mcmasters
• Sj Khalsa