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801 Brickell Avenue 8Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-20 |
| FL | RA | APPROVED | 2022-04-12 |
Branch Locations
801 Brickell Avenue 8Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | New York | NY | 05/2009 | 01/2018 |
| Cantella & Co, Inc. | Boston | MA | 01/2018 | 12/2018 |
| Global Capital Strategies | Miami | FL | 01/2018 | 04/2022 |
| Arq Advisors Llc | Summit | NJ | 01/2019 | 04/2022 |
| Global Capital Strategies Ii, Llc | Miami | FL | 06/2019 | 04/2022 |
| Goi | Miami | FL | 04/2022 | Present |
1) Khilnani Wealth Management LLC - Mr. Khilnani is an owner and President of Khilnani Wealth Management LLC ("KWM"). Mr. Khilnani spends approximately 1 hour per week in his role as the President. KWM is the operating entity for Mr. Khilnani's personal investments. 2) Amdia Partners LLC/Maysara Capital LLC - Mr. Khilnani is an owner and Managing Partner of Amdia Partners LLC ("Amdia Partners") and an owner and Partner of Maysara Capital LLC ("Maysara Capital"). Amdia Partners and Maysara Capital are entities used for real estate investments. Mr. Khilnani spends approximately 2 hours during the month with these entities. 3) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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