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Mukul Khandelia

Quantwealth Advisors LLC

Sugar Land, TX

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Current Employers
Quantwealth Advisors Llc

Sugar Land, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-08
TX RA APPROVED 2024-08-27
  • CA RA
    APPROVED
    Since 2025-01-08
  • TX RA
    APPROVED
    Since 2024-08-27

Branch Locations

Sugar Land, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 02/2017 07/2018
Bank Of America, Merrill Lynch Houston TX 04/2010 07/2018
Quantroll Capital Llc Sugar Land TX 07/2018 Present
Quantwealth Advisors Llc Sugar Land TX 06/2024 Present
Quantwealth Advisors Llc Sugar Land TX 08/2024 Present
  • 02/2017 → 07/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
  • 04/2010 → 07/2018
    Bank Of America, Merrill Lynch
    Houston, TX
  • 07/2018 → Present
    Quantroll Capital Llc
    Sugar Land, TX
  • 06/2024 → Present
    Quantwealth Advisors Llc
    Sugar Land, TX
  • 08/2024 → Present
    Quantwealth Advisors Llc
    Sugar Land, TX
Other Businesses

QUANTROLL CAPITAL LLC; 07/2018; SUGAR LAND, TX; MANAGING MEMBER; CURRENTLY A DORMANT ENTITY; NO TIME SPENT ON ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
S63 Uniform Securities Agent State Law Examination 2017-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
  • S63 Uniform Securities Agent State Law Examination
    2017-02-07

View on SEC IAPD

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