Kartik Patel

Current Employers

Simplify Investments

Brambleton, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2018-02-20

VA RA
APPROVED

Since 2018-02-20

Branch Locations

Brambleton, VA • 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
Tech Karma Inc.	Brambleton	VA	07/2010	09/2016
Data Express Inc.	Brambleton	VA	10/2016	Present

07/2010 → 09/2016

Tech Karma Inc.

Brambleton, VA
10/2016 → Present

Data Express Inc.

Brambleton, VA

Other Businesses

Name of Business: Data Express Inc. Nature of Business: Information Technology consulting (not related to investments) Address: 22986 Lois Ln, Brambleton VA 20148 Position: Technology Consultant Title: President Start date of business: 10/2016 Approx Hours Per month to this business: 140-150 Approx Hours per month to this business during trading hours: 110-120 Duties: Provide information technology consulting to clients. One client at a time with typical contract engagement duration ranging from 6 months to 1 year. Analyze business and help device action strategy based on business data. Currently working with client in financial sector.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-26

S65 Uniform Investment Adviser Law Examination

2017-08-26

Other Names

Kartikey D Patel

View on SEC IAPD