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R•••• S••••••• P•••••••••
- Business email
- rohit@lotusam.comreportedlotusam.comfirm site, Sep 16, 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.
- L•••• A•••• M••••••••• L•••••• L•••••••• C•••••• independent RIA currentsince Aug 27, 2015 · Nashville, Tn
- U•• F•••••••• S••••••• I••• wirehouseJan 14, 2009 to Dec 31, 2013 · Houston, Tx
- M••••• S•••••• • C•• L•• unclassifiedJun 4, 2007 to Jan 16, 2009 · Houston, Tx
- U•• F•••••••• S••••••• I••• to L•••• A•••• M••••••••• L•••••• L•••••••• C••••••left Dec 31, 2013, registered Aug 27, 2015 (604 days) · Wirehouse to independent RIA
- M••••• S•••••• • C•• L•• to U•• F•••••••• S••••••• I•••left Jan 16, 2009, registered Jan 14, 2009 (-2 days) · corporate re-registration, not a move
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address