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3370 Mt Diablo Blvd., Lafayette, CA 94549 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-08 |
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