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Urmimala Dasgupta

Veda Financial Investment Advisory

Newport Beach, CA

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Current Employers
Veda Financial Investment Advisory

120 Newport Center Dr Ste 286, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-27
  • CA RA
    APPROVED
    Since 2025-01-27

Branch Locations

120 Newport Center Dr Ste 286, Newport Beach, CA 92660 • 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
Veda Value Funds Los Angeles CA 01/2014 12/2016
Veda Financial Inc. Long Beach CA 01/2017 Present
  • 01/2014 → 12/2016
    Veda Value Funds
    Los Angeles, CA
  • 01/2017 → Present
    Veda Financial Inc.
    Long Beach, CA
Previous Registrations
  • 2014-10-08 → 2015-03-06
    Cc Investments
    Los Angeles, CA
    La Canada Flintridge, CA
Other Businesses

TONI HAS A VALID LIFE INSURANCE LICENSE ALTHOUGH SHE IS NOT CURRENTLY ENGAGED IN THE INSURANCE BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-18
  • S65 Uniform Investment Adviser Law Examination
    2014-04-18
Other Names
  • Toni Dasgupta
  • Urmi Dasgupta
  • Urmimala Das Gupta
  • Urmi Mala Dasgupta

View on SEC IAPD

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