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Sanjiv Kannanthanam Varghese

Blueheel LLC

Dallas, TX

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Current Employers
Blueheel Llc

2000 Mckinney Avenue Suite 600, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

2000 Mckinney Avenue Suite 600, Dallas, TX 75201 • 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
Ameriprise Financial Services, Inc. Plano TX 06/2014 09/2017
Belmont Global Advisors, Inc. Dallas TX 09/2017 02/2024
Blueheel Llc Dallas TX 03/2024 Present
  • 06/2014 → 09/2017
    Ameriprise Financial Services, Inc.
    Plano, TX
  • 09/2017 → 02/2024
    Belmont Global Advisors, Inc.
    Dallas, TX
  • 03/2024 → Present
    Blueheel Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
S66 Uniform Combined State Law Examination 2014-10-13
S63 Uniform Securities Agent State Law Examination 2013-09-13
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01
  • S66 Uniform Combined State Law Examination
    2014-10-13
  • S63 Uniform Securities Agent State Law Examination
    2013-09-13

View on SEC IAPD

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