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Vijay K. Rawat

GROWTHPOINT TECHNOLOGY PARTNERS
San Francisco, CA 94108
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CRD#: 4413523
VR

Professional summary


Vijay Kumar Rawat is a registered financial professional currently at GROWTHPOINT TECHNOLOGY PARTNERS, LLC located in San Francisco, California.

Vijay is registered as a RR (Registered Representative) and started their career in finance in 2001. Vijay has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 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 Vijay Kumar Rawat's 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

April 13, 2015 - Present

GROWTHPOINT TECHNOLOGY PARTNERS, LLC

Office #1: 601 California Street Suite 1250, San Francisco, CA 94108Office #2: 601 California Street Ste 1250, San Francisco, CA 94108
BD
CRD#: 137438
San Francisco, CA
Past

December 22, 2008 - April 20, 2015

JEFFERIES LLC

BD
CRD#: 2347
FOSTER CITY, CA
Past

September 16, 2004 - August 18, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SAN FRANCISCO, CA
Past

October 10, 2001 - April 30, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
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
California
(4/13/2015)
RR
Georgia
(11/16/2023)
RR
Maryland
(11/6/2020)
RR
New York
(7/24/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 12/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GT
GROWTHPOINT TECHNOLOGY PARTNERS, LLC
GP TECHNOLOGY PARTNERS, LLC | GROWTHPOINT TECHNOLOGY PARTNERS, LLC

CRD#: 137438 / SEC#: , 8-67086

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


Main Address
601 California Street Suite 1250, San Francisco, CA 94108
Mailing Address
2208 Seminole Court, Santa Rosa, CA 95405
Phone number
(650) 322-2378
Established
Delaware since 09/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SHEPHERD, MICHAEL JOHNCEO4451118
RAWAT, VIJAY KUMARMANAGING PARTNER4413523
DEROSE, NICHOLAS JAMESCHIEF COMPLIANCE OFFICER, AML OFFICER6007579
WHITE, KARYN MARIEFINOP, CFO1628494

Disclosures


Regulatory Event1

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


GROWTHPOINT TECHNOLOGY PARTNERS, LLC

CRD#: 137438San Francisco, CA 94108

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