Aditi Bimal Kapadia

Current Employers

Wealth Iq

Denver, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-26
TX	RA	APPROVED_RES	2025-10-22
IL	RA	APPROVED	2024-10-25

CO RA
APPROVED

Since 2026-07-26
TX RA
APPROVED_RES

Since 2025-10-22
IL RA
APPROVED

Since 2024-10-25

Branch Locations

Denver, CO • 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
Wealth Iq	Denver	CO	05/2024	Present
N/A	Chicago	IL	09/2023	05/2024
Bmo Wealth Management	Chicago	IL	08/2021	09/2023
Bmo Wealth Management	Chicago	IL	08/2019	09/2021
Ge Capital	Chicago	IL	05/2007	08/2019

05/2024 → Present

Wealth Iq

Denver, CO
09/2023 → 05/2024

N/A

Chicago, IL
08/2021 → 09/2023

Bmo Wealth Management

Chicago, IL
08/2019 → 09/2021

Bmo Wealth Management

Chicago, IL
05/2007 → 08/2019

Ge Capital

Chicago, IL

Other Businesses

Business-to-business (B2B) software-as-a-service (SaaS) marketplace enabling financial advisors and RIAs to build, share, and white-label AI-powered financial planning tools and workflows

Designations

Other Names

Aditi Kapadia
Aditi Jain

View on SEC IAPD