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Eagleville, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Eagleville | PA | 09/2021 | 03/2026 |
| Ashram Capital, Llc | Eagleville | PA | 03/2026 | Present |
| Salesforce | Eagleville | PA | 01/2017 | 09/2021 |
| Accenture | Eagleville | PA | 09/2014 | 02/2017 |
SEVA Friends Investment Club LLC; Member and Portfolio Lead / investment decision lead on a purely voluntary basis; no compensation received. Since Jan 2026. Duties: Participate in member-owned investment club activities, evaluate investment ideas, maintain an investment framework, and assist with portfolio decision-making for the club. The investment club is separate from Ashram Capital LLC, is not an advisory client of Ashram Capital LLC, and Ashram Capital LLC does not receive compensation from the club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
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