This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SYMPHONY RETIREMENT PARTNERS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 17, 2018

First registration

Dec 17, 2018

Dual registered

no

Other names

Jusmeet Singh Virmani|Sunny Virmani

IAPD individual key

7012027

• Occurred

  Dec 20, 2024
  Advisor changed firm

  Jusmeet Virmani left Copiam Wealth Management, Llc for Symphony Retirement Partners Llc (registered 2024-12-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d4bba68-a066-ba4b-aeff-450b8407f9ac

First observed

Dec 17, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.