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RIA / WealthAdvisor34 years in industry

RAKESH KHILNANI

Advisor at GOI

MIAMI, FL

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Search this name across graphsid dfx:ria:f19b0784-a8d5-89f0-14fd-ffaaa9373956

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOI
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 24, 1992
First registration: Oct 7, 2002
Dual registered: no
IAPD individual key: 2259700

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Goi	Independent wealth	Apr 12, 2022	n/a	yes	MIAMI, FL	Current employment
GLOBAL CAPITAL STRATEGIES II, LLC	Former SEC adviser	Dec 17, 2019	Apr 5, 2022	no	Miami, FL	Previous registration
GLOBAL CAPITAL STRATEGIES	Former SEC adviser	May 2, 2018	May 9, 2020	no	MIAMI, FL	Previous registration
GLOBAL CAPITAL STRATEGIES	Former SEC adviser	Jan 25, 2018	Mar 19, 2018	no	Fort Lauderdale, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 7, 2002	Jan 23, 2018	no	FT LAUDERDALE, FL\|SAN FRANCISCO, CA\|NEWARK, CA\|NEW YORK, NY\|EAST HAMPTON, NY\|MONTAUK, NY\|FT LAUDERDALE, FL\|FT LAUDERDALE, FL\|MONTAUK, NY\|CHICAGO, IL\|MONTAUK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL CAPITAL STRATEGIES II, LLC	Goi	Apr 5, 2022	Apr 12, 2022	7	Firm change	RIA to new firm
GLOBAL CAPITAL STRATEGIES	GLOBAL CAPITAL STRATEGIES II, LLC	May 9, 2020	Dec 17, 2019	-144	Channel change	Other
WELLS FARGO ADVISORS	GLOBAL CAPITAL STRATEGIES	Jan 23, 2018	Jan 25, 2018	2	Firm change	Wirehouse to new firm

Relationships

Registered with (4)

→ GOIRegistered adviserregistration: current employment
Apr 12, 2022 to presentfactForm ADV
→ GLOBAL CAPITAL STRATEGIES II, LLCRegistered adviserregistration: previous registration
Dec 17, 2019 to Apr 5, 2022factForm ADV
→ GLOBAL CAPITAL STRATEGIESRegistered adviserregistration: previous registration
May 2, 2018 to May 9, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 7, 2002 to Jan 23, 2018factForm ADV

Dated events

Occurred
Apr 5, 2022
Advisor changed firm
Rakesh Khilnani left Global Capital Strategies Ii, Llc for Goi (registered 2022-04-12)
Form ADVobserved 6 days ago