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RB

Ravi Bhagavan

BA SECURITIES
W. Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 3135450
RB

Professional summary


Ravi Bhagavan is a registered financial professional currently at BA SECURITIES, LLC located in W. Conshohocken, Pennsylvania.

Ravi is registered as a RR (Registered Representative) and started their career in finance in 1998. Ravi has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 62, Series 7, Series 3, Series 24 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ravi Bhagavan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 10, 2021 - Present

BA SECURITIES, LLC

Office #1: Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
BD
CRD#: 153489
W. Conshohocken, PA
Past

September 10, 2018 - April 29, 2021

BRG CAPSTONE CAPITAL ADVISORS

BD
CRD#: 282519
NASHVILLE, TN
Past

October 25, 2017 - May 1, 2018

BOWSTRING ADVISORS, LLC

BD
CRD#: 150367
Laguna Niguel, CA
Past

August 7, 2015 - September 21, 2017

HEADWATERS BD, LLC

BD
CRD#: 117042
DENVER, CO
Past

June 5, 2014 - August 3, 2015

MERIT SECURITIES, LLC

BD
CRD#: 165470
Princeton, NJ
Past

August 16, 2006 - March 18, 2014

GALILEO GLOBAL SECURITIES, LLC

BD
CRD#: 140076
NEW YORK, NY
Past

December 7, 1998 - March 2, 2000

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/2/2024)
RR
California
(5/10/2021)
RR
Nevada
(2/4/2025)
RR
Pennsylvania
(5/10/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/24/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/24/2006
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/16/1998
National Commodity Futures Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/16/2006
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BS
BA SECURITIES, LLC
BA SECURITIES, LLC | BLACKWOLF ADVISORS, LLC | BLACKWOLF ADVISORS

CRD#: 153489 / SEC#: , 8-68545

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
Mailing Address
Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
Phone number
(877) 738-5841
Established
Pennsylvania since 01/25/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BA HOLDCO, LLCOWNER
BOLDEN, MICHAEL LABRADORCHIEF COMPLIANCE OFFICER6411755
CHUFF, JOHN JOSEPHPRESIDENT1205736
HATLING, PEDER ALANPRINCIPAL5240595
JUILIANO, COLLEEN JANEFINOP4818898
KELLER-YOUNG, SUZANNEOPERATIONS MANAGER5495492
PICKENS, DANIEL NEHILPRINCIPAL1042225
WENTZLER, DENNIS RAYMONDCHIEF OPERATIONS OFFICER & AML OFFICER4221461

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BA SECURITIES, LLC

CRD#: 153489W. Conshohocken, PA 19428

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