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Amanpreet Singh Kohli

Aps Wealth Management, LLC

Melville, NY

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Current Employers
Aps Wealth Management, Llc

1 Huntington Quadrangle Suite 3N03, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-04
  • NY RA
    APPROVED
    Since 2026-05-04

Branch Locations

1 Huntington Quadrangle Suite 3N03, Melville, NY 11747 • 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
Northwestern Mutual Investment Services Llc Los Angeles CA 03/2022 06/2024
John Calvert, Nwm Los Angeles CA 02/2022 06/2024
Acres Trading Company Dix Hills NY 08/2019 12/2021
Trapani And Calvert Los Angeles CA 03/2022 06/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2021 11/2021
Capital Management Group Of San Diego San Diego CA 12/2021 01/2022
Morgan Stanley New York NY 03/2016 08/2019
Northwestern Mutual Investment Services Milwaukee WI 07/2021 11/2021
John Calvert Los Angeles CA 03/2022 06/2024
Unemployed Los Angeles CA 06/2024 04/2025
Fidelity Investments San Gabriel CA 04/2025 04/2026
Northwestern Mutual Investment Services Llc Milwaukee WI 07/2021 11/2021
Aps Wealth Management, Llc Melville NY 04/2026 Present
  • 03/2022 → 06/2024
    Los Angeles, CA
  • 02/2022 → 06/2024
    John Calvert, Nwm
    Los Angeles, CA
  • 08/2019 → 12/2021
    Acres Trading Company
    Dix Hills, NY
  • 03/2022 → 06/2024
    Trapani And Calvert
    Los Angeles, CA
  • 07/2021 → 11/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2021 → 01/2022
    Capital Management Group Of San Diego
    San Diego, CA
  • 03/2016 → 08/2019
    New York, NY
  • 07/2021 → 11/2021
    Northwestern Mutual Investment Services
    Milwaukee, WI
  • 03/2022 → 06/2024
    John Calvert
    Los Angeles, CA
  • 06/2024 → 04/2025
    Unemployed
    Los Angeles, CA
  • 04/2025 → 04/2026
    Fidelity Investments
    San Gabriel, CA
  • 07/2021 → 11/2021
    Milwaukee, WI
  • 04/2026 → Present
    Melville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-25
S63 Uniform Securities Agent State Law Examination 2011-09-25
  • S66 Uniform Combined State Law Examination
    2016-02-25
  • S63 Uniform Securities Agent State Law Examination
    2011-09-25
Other Names
  • Aman Singh Kohli
  • Amanpreet S Kohli
  • Aman Singh Kohli
  • Aman Kohli

View on SEC IAPD

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