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Samundra Timilsina

Csuite Investment LLC

San Francisco, CA

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Current Employers
Csuite Investment Llc

112 Rafael Dr., San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

One Market Street Spear Tower 36Th Floor, San Francisco, CA 94105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc San Francisco CA 02/2015 01/2019
Csuite Investment Llc South San Francisco CA 12/2018 Present
Personal Adviser Inc. San Francisco CA 01/2019 Present
Personal Adviser Inc. San Francisco CA 06/2019 Present
Previous Registrations
Other Businesses

The name of the other business: CSUITE INVESTMENT LLC Whether the business is investment-related: YES The nature of the other business: REGISTERED INVESTMENT ADVISER Your position, title, or relationship with the other business: CIO/IAR The start date of your relationship: 12/2018 The approximate number of hours/month you devote to the other business: 40 HRS/WEEK The number of hours you devote to the other business during securities trading hours: 4 HRS Briefly describe your duties relating to the other business: ACTS AS MANAGING MEMBER/CCO OF CSUITE INVESTMENT LLC, A REGISTERED INVESTMENT ADVISER. Whether the business is investment-related: No The nature of the other business: Insurance Your position, title, or relationship with the other business: Insurance Agent The start date of your relationship: 01/2019 The approximate number of hours/month you devote to the other business: 20 hours The number of hours you devote to the other business during securities trading hours: 1 hour Briefly describe your duties relating to the other business: Insurance Agent, CCO/ Managing Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-20
  • S66 Uniform Combined State Law Examination
    2009-11-20
Other Names
  • Sam Timilsina

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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