Vivek Jaiswal Khasat

Current Employers

Employment History

• 08/2010 → 07/2023
  Sei Inevstments Management Corp
  Oaks, PA
• 08/2023 → Present
  Ironbridge Wealth Counsel
  Austin, TX
• 10/2023 → 01/2026
  Osaic Wealth, Inc.
  Austin, TX
• 01/2026 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2011-03-28 → 2023-07-19
  Sei Investments Management Corp
  Oaks, PA
  San Francisco, CA
  Austin, TX
  Oaks, PA

Other Businesses

1. NEW ERA PROPERTIES POSITION: Co-Owner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2011 ADDRESS: 8001 tisdale dr, austin TX 78757 DESCRIPTION: general business strategy 2. THE DIRDIE BIRDIE POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 10910 Domain Drive, Suite 120, Austin TX 78758 DESCRIPTION: general strategy 3. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/16/2023 ADDRESS: 3821 Juniper Trace, Suite 208, Bee Cave TX 78738, United States DESCRIPTION: Using IronBridge Wealth Counsel, LLC as marketing name for securities business

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-22
• S65 Uniform Investment Adviser Law Examination
  2011-03-26

Designations

Other Names

• Vik Jaiswal Khasat
• Vivek J Khasat
• Vivek Jaiswal Khasat
• Vivek Jaiswal Khasat