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L•••• S•••• J••••
- Business email
- laddi@nriwealth.comreportedHTTPS:firm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- N•• W••••• M••••••••• L•• independent RIA currentsince Aug 13, 2019 · Santa Clara, Ca
- W••••••• F•••••••• S•••••••• I••• formerAug 2, 2010 to Apr 16, 2012 · Fremont, Ca
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 30, 2009 to Aug 16, 2010 · Pleasanton, Ca
- W••••••• F•••••••• S•••••••• I••• to N•• W••••• M••••••••• L••left Apr 16, 2012, registered Aug 13, 2019 (2675 days) · Other
- M•• I•••••••• S•••••••• L•• to W••••••• F•••••••• S•••••••• I•••left Aug 16, 2010, registered Aug 2, 2010 (-14 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address