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Suresh Donthineni

Olympia Wealth Management

Lafayette, CA

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Current Employers
Olympia Wealth Management

3370 Mt Diablo Blvd., Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3370 Mt Diablo Blvd., Lafayette, CA 94549 • 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
Davis Sharma Donthineni Pc Lafayette CA 09/2011 Present
Cetera Investment Advisors Llc Schaumburg IL 09/2013 03/2019
Owm Inc. Dba Olympia Wealth Management Lafayette CA 03/2019 Present
Cetera Financial Specialists Llc Schaumburg IL 10/2012 03/2019
Stirling Medical Services Inc. Lafayette CA 12/2014 Present
Tulsi Capital Management Inc. Lafayette CA 08/2020 Present
  • 09/2011 → Present
    Davis Sharma Donthineni Pc
    Lafayette, CA
  • 09/2013 → 03/2019
    Cetera Investment Advisors Llc
    Schaumburg, IL
  • 03/2019 → Present
    Owm Inc. Dba Olympia Wealth Management
    Lafayette, CA
  • 10/2012 → 03/2019
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/2014 → Present
    Stirling Medical Services Inc.
    Lafayette, CA
  • 08/2020 → Present
    Tulsi Capital Management Inc.
    Lafayette, CA
Previous Registrations
Other Businesses

1)Davis Sharma Donthineni PC; NOT INV REL; SAME AS ADVISER ADDRESS; TAX & ACCOUNTING SERVICES; PRINCIPAL; START DATE 5/30/2014; 80 HRS/MTH; DUTIES-TAX SERVICES WITH POWER OF ATTORNEY to act on our client's behalf with the IRS AND OTHER TAX MATTERS: 2) INSURANCE; NOT INV REL; SAME AS Adviser Address; HEALTH INSURANCE SALES; START 12/2014; #HRS/MTH; SELLS HEALTH INSURANCE/INSURANCE AGENT 3) STIRLING MEDICAL SERVICES INC/STIRLING HOME HEALTH SVS; NOT INVESTMENT RELATED; 3372 MT. DIABLO BLVD, LAFAYETTE, CA 94549; START 12/2014; 1 HOURS/Month; CEO/PRESIDENT/OWNER 4) Tulsi Capital Management Inc.; 3370 Mt. Diablo Blvd., Lafayette, CA 94549; not investment related; Owner since 8/2020; corporate account set up to manage personal investments at Schwab; 1-2 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-10
S63 Uniform Securities Agent State Law Examination 1992-10-08
  • S66 Uniform Combined State Law Examination
    2013-09-10
  • S63 Uniform Securities Agent State Law Examination
    1992-10-08
Other Names
  • Kumar Donthineni
  • Rao Donthineni

View on SEC IAPD

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