Inactive

Sumali Sanyal

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Current Employers

Xponance Llc

1845 Walnut Street Suite 800, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-11
NC	RA	APPROVED	2020-12-01
PA	RA	APPROVED	2020-12-01

TX RA
APPROVED

Since 2025-12-11
NC RA
APPROVED

Since 2020-12-01
PA RA
APPROVED

Since 2020-12-01

Branch Locations

2605 Meridian Parkway Suite 105, Durham, NC 27701 • 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

Organization	City	State	From	To
Piedmont Investment Advisors, Llc	Durham	NC	08/2000	08/2018
Piedmont Investment Advisors, Inc.	Durham	NC	08/2018	03/2020
Xponance, Inc.	Durham	NC	04/2020	Present

08/2000 → 08/2018

Piedmont Investment Advisors, Llc

Durham, NC
08/2018 → 03/2020

Piedmont Investment Advisors, Inc.

Durham, NC
04/2020 → Present

Xponance, Inc.

Durham, NC

Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

BRYANT & BRANNOCK, LLC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

CENTER PEAK FINANCIAL

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

SCHARL ADVISORY SERVICES, INC.

Other Investors

MADISON JANECZKO

SAMUEL EDWARD BROTHERTON

BENJAMIN D. LOWRY

NATHAN B. NEELY

CATHERINE PELICAN

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC

BRYANT & BRANNOCK, LLC. · DURHAM, NC

STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC

J.P. MORGAN SECURITIES LLC · Durham, NC

CENTER PEAK FINANCIAL · DURHAM, NC

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC

STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC

SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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