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RIA / WealthAdvisorCertified Financial Planner30 years in industry

RAKESH MEHTA

Advisor at MEHTA MONEY, LLC

SOUTH BEND, IN

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Search this name across graphsid dfx:ria:f86b5d51-c437-1d0f-0795-5d02071a59c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 1999 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: MEHTA MONEY, 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 31, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 31, 1996
First registration: Nov 15, 1999
Dual registered: no
IAPD individual key: 2757921

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
MEHTA MONEY, LLC	State registered	Mar 8, 2018	n/a	yes	SOUTH BEND, IN	Current employment
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Jan 4, 2016	Jun 12, 2017	no	South Bend, IN	Previous registration
QA3 FINANCIAL LLC	n/a	Dec 16, 2004	Feb 11, 2011	no	OMAHA, NE\|SOUTH BEND, IN	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 15, 1999	Dec 10, 2004	no	MERRILVILLE, IN	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
FIRST HEARTLAND CONSULTANTS, INC.	MEHTA MONEY, LLC	Jun 12, 2017	Mar 8, 2018	269	Firm change	Other
QA3 FINANCIAL LLC	FIRST HEARTLAND CONSULTANTS, INC.	Feb 11, 2011	Jan 4, 2016	1,788	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	QA3 FINANCIAL LLC	Dec 10, 2004	Dec 16, 2004	6	Firm change	Other

Relationships

Registered with (4)

→ MEHTA MONEY, LLCRegistered adviserregistration: current employment
Mar 8, 2018 to presentfactForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Jan 4, 2016 to Jun 12, 2017factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 16, 2004 to Feb 11, 2011factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 15, 1999 to Dec 10, 2004factForm ADV

Dated events

No dated event names this entity yet.