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Tamana Rajwani

Steadyrise Financial LLC

Arlington, VA

CRD 8273238

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Employer firm

Steadyrise Financial LLC CRD 342599

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Steadyrise Financial Llc

Arlington, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-06
  • VA RA
    APPROVED
    Since 2026-08-06

Branch Locations

Arlington, VA • 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
Steadyrise Financial Llc Arlington VA 02/2025 Present
Holistiplan Llc College Station TX 07/2025 09/2025
Curriculum Associates, Llc Billerica MA 10/2018 07/2025
Amalie Financial Advisors Llc Arlington VA 11/2017 12/2020
Supreme Taxes Llc Arlington VA 11/2014 12/2018
Bloomberg Industry Group Arlington VA 01/2014 01/2018
  • 02/2025 → Present
    Steadyrise Financial Llc
    Arlington, VA
  • 07/2025 → 09/2025
    Holistiplan Llc
    College Station, TX
  • 10/2018 → 07/2025
    Curriculum Associates, Llc
    Billerica, MA
  • 11/2017 → 12/2020
    Amalie Financial Advisors Llc
    Arlington, VA
  • 11/2014 → 12/2018
    Supreme Taxes Llc
    Arlington, VA
  • 01/2014 → 01/2018
    Bloomberg Industry Group
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01

View on SEC IAPD

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