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Current Employers
Happyrich Capital

Monroe Township, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-05
CA RA APPROVED 2026-01-12
TX RA APPROVED 2022-11-28
NJ RA APPROVED 2022-06-14
  • NY RA
    APPROVED
    Since 2026-02-05
  • CA RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2022-11-28
  • NJ RA
    APPROVED
    Since 2022-06-14

Branch Locations

Mumbai • India

Monroe Township, NJ • 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
Mfa Wealth Inc. Monroe Township NJ 02/2022 Present
Mfa Capital Private Ltd. Mumbai 07/2020 Present
Mfa Consulting Private Limited Mumbai 12/2011 06/2020
  • 02/2022 → Present
    Mfa Wealth Inc.
    Monroe Township, NJ
  • 07/2020 → Present
    Mfa Capital Private Ltd.
    Mumbai
  • 12/2011 → 06/2020
    Mfa Consulting Private Limited
    Mumbai
Other Businesses

MFA Capital Private Ltd., Investment Related, India, Mutual Fund Distributor, Senior VP- Planning, 12/2011 to Present, Approximately 125 Hours Per Month (30 Hours Per week), 9 Hours Per month (2 Hours per week) During Trading Hours, Responsibilities include: Research & Present Goal-Based Investment Plans, Implement Risk management and Tax planning strategies, Ensure timely plan & portfolio reviews of client portfolios, Manage Key client relationships, Guide and mentor Financial Planning Team members.

Designations

View on SEC IAPD

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