Best Investors
Account
Sign in
Best Investors
Account
Sign in
Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Investment Management, Llc | Princeton | NJ | 07/2010 | 05/2017 |
| Global Wealth Management, Llc | Kingston | NJ | 07/2017 | 04/2023 |
| Exponential Wealth Management, Llc | Kingston | TX | 05/2017 | Present |
Ram Kolluri owns 10% in Global Wealth Management, LLC (CRD #153677) as an investor. He has not performed any advisory or investment management functions for this firm since May 2023 when his Form U5 was filed by Global Wealth Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-05 |
Reach out to this advisor