Kaushik Damji Meisheri

Employer firm

Lifetime Equity Investments LLC CRD 174931

$26.5M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Lifetime Equity Investments Llc

Kalamazoo, MI • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-14
MI	RA	APPROVED	2015-05-14

TX RA
APPROVED_RES

Since 2019-02-14
MI RA
APPROVED

Since 2015-05-14

Branch Locations

Kalamazoo, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lifetime Equity Investments Llc	Kalamazoo	MI	05/2015	Present

05/2015 → Present

Lifetime Equity Investments Llc

Kalamazoo, MI

Previous Registrations

2009-10-05 → 2015-05-14

Ameriprise Financial Services, Llc

Portage, MI
2007-06-26 → 2009-10-05

Ameriprise Advisor Services, Inc.

Kalamazoo, MI

Kalamazoo, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-09-21
S63	Uniform Securities Agent State Law Examination	1999-02-10

S65 Uniform Investment Adviser Law Examination

2007-09-21
S63 Uniform Securities Agent State Law Examination

1999-02-10

Other Names

Kaushik Meisheri
Kaush Meisheri

View on SEC IAPD