Amol Desai
Professional summary
Amol Desai, who also goes by VIpul Desai Thakur, is a registered financial advisor currently at LATTICEWORK INVESTMENTS, LLC located in Lafayette, Louisiana.
Amol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Amol has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amol Desai's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2022 - Present
LATTICEWORK INVESTMENTS, LLC
Office #1: 220 Princeton Woods Loop, Lafayette, LA 70508January 1, 2016 - May 12, 2016
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
May 17, 2010 - May 12, 2016
MESIROW FINANCIAL, INC.
June 10, 2009 - May 14, 2010
JOHNSON RICE & COMPANY L.L.C.
July 22, 2008 - December 11, 2008
WILLIAM BLAIR
July 7, 2006 - July 30, 2007
JOHNSON RICE & COMPANY L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2022)
Exams
Current Firm
LATTICEWORK INVESTMENTS, LLC
CRD#: 316290 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 3,400,000 |
Red Flags
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Company Information
LATTICEWORK INVESTMENTS, LLC
CRD#: 316290Lafayette, LA 70508TRUST BUT VERIFY
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