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Bhavneesh Kumar Sharma

Integrity Advisors LLC

Burlington, MA

CRD 6266374

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Employer firm

Integrity Advisors LLC CRD 169637

$13.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Advisors Llc

100 Summit Drive, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-06
AZ RA APPROVED 2024-03-07
CA RA APPROVED 2024-02-23
TX RA APPROVED 2024-02-09
MA RA APPROVED 2016-05-11
  • FL RA
    APPROVED
    Since 2024-05-06
  • AZ RA
    APPROVED
    Since 2024-03-07
  • CA RA
    APPROVED
    Since 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-09
  • MA RA
    APPROVED
    Since 2016-05-11

Branch Locations

100 Summit Drive, Burlington, MA 01803 • 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
Vasuda Life Sciences Fund, Lp Andover MA 11/2013 03/2018
Vasuda Indices, Llc Andover MA 10/2015 12/2018
Integrity Advisors, Llc Andover MA 05/2011 Present
Dataflynk.AI Llc Andover MA 05/2021 Present
Fatrader Manhattan Beach CA 02/2019 12/2019
Seeking Alpha Andover MA 09/2015 Present
  • 11/2013 → 03/2018
    Vasuda Life Sciences Fund, Lp
    Andover, MA
  • 10/2015 → 12/2018
    Vasuda Indices, Llc
    Andover, MA
  • 05/2011 → Present
    Andover, MA
  • 05/2021 → Present
    Dataflynk.AI Llc
    Andover, MA
  • 02/2019 → 12/2019
    Fatrader
    Manhattan Beach, CA
  • 09/2015 → Present
    Seeking Alpha
    Andover, MA
Other Businesses

1) DataFlynk.AI LLC; investment related: No; Location: 135 North Street Andover MA 01810 United States; Description: Software Development; Position Title: Co-founder, Co-CEO; Responsibilities Duties: Software development, project management; Start date: 2021-05-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-25
  • S65 Uniform Investment Adviser Law Examination
    2016-01-25
Other Names
  • Bhavneesh Sharma

View on SEC IAPD

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