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Rakesh Khilnani

Goi

Miami, FL

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Current Employers
Goi

801 Brickell Avenue 8Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-20
FL RA APPROVED 2022-04-12
  • TX RA
    APPROVED
    Since 2022-12-20
  • FL RA
    APPROVED
    Since 2022-04-12

Branch Locations

801 Brickell Avenue 8Th Floor, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2009 → 01/2018
    New York, NY
  • 01/2018 → 12/2018
    Cantella & Co, Inc.
    Boston, MA
  • 01/2018 → 04/2022
    Global Capital Strategies
    Miami, FL
  • 01/2019 → 04/2022
    Arq Advisors Llc
    Summit, NJ
  • 06/2019 → 04/2022
    Global Capital Strategies Ii, Llc
    Miami, FL
  • 04/2022 → Present
    Miami, FL
Previous Registrations
  • 2019-12-17 → 2022-04-05
    Global Capital Strategies Ii, Llc
    Miami, FL
  • 2018-05-02 → 2020-05-09
    Global Capital Strategies
    Miami, FL
  • 2018-01-25 → 2018-03-19
    Global Capital Strategies
    Fort Lauderdale, FL
  • 2002-10-07 → 2018-01-23
    Ft Lauderdale, FL
    San Francisco, CA
    Newark, CA
    New York, NY
    East Hampton, NY
    Montauk, NY
    Ft Lauderdale, FL
    Ft Lauderdale, FL
    Montauk, NY
    Chicago, IL
    Montauk, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-02
S63 Uniform Securities Agent State Law Examination 1992-07-24
  • S65 Uniform Investment Adviser Law Examination
    1996-07-02
  • S63 Uniform Securities Agent State Law Examination
    1992-07-24

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