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Aalok Devkota

Devkota Capital Advisors

Irvine, CA

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Current Employers
Devkota Capital Advisors

Irvine, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-23
CA RA APPROVED 2018-02-16
  • TX RA
    APPROVED
    Since 2018-08-23
  • CA RA
    APPROVED
    Since 2018-02-16

Branch Locations

Irvine, CA • 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
Strategic Advisors, Inc. San Leandro CA 10/2016 07/2018
Markel Corp. Richmond VA 11/2007 10/2018
Abundance Insurance Solutions, Inc. San Leandro CA 03/2017 01/2018
Devkota Capital Advisors Dublin CA 01/2018 Present
Self-Employed Dublin CA 01/2018 03/2019
  • 10/2016 → 07/2018
    Strategic Advisors, Inc.
    San Leandro, CA
  • 11/2007 → 10/2018
    Markel Corp.
    Richmond, VA
  • 03/2017 → 01/2018
    Abundance Insurance Solutions, Inc.
    San Leandro, CA
  • 01/2018 → Present
    Devkota Capital Advisors
    Dublin, CA
  • 01/2018 → 03/2019
    Self-Employed
    Dublin, CA
Previous Registrations
  • 2016-11-04 → 2018-07-25
    Abundance Advisers
    San Leandro, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-06
  • S65 Uniform Investment Adviser Law Examination
    2016-04-06

View on SEC IAPD

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