Arun K. Kaushal
DAS WEALTH MANAGEMENT
ORLANDO, FL 32809
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CRD#: 5262161
Professional summary
Arun K Kaushal, CFP® is a registered financial advisor currently at DAS WEALTH MANAGEMENT located in Orlando, Florida.
Arun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Arun has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
NAME: ZODIAC21 INC; INV REL: N ADD: 8820 S Orange Blossom Tral,Orlando,FL,32809; NATURE: HOSPITALITY ; POSITION: OWNER: START DATE: 05/13/2010; NO. HR/MO; 1: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: OWNER; NAME: Garnet Holdings INC; INV REL: N AADD: 2710 Thomas Ave,Wyoming,FL<82001; NATURE: CONSULTING ; POSITION: OWNER: START DATE: 12/01/2013; NO. HR/MO; 1: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: OWNER; NAME: REALITIES SPORTS BAR N GRILL; INV REL: N ADD: 8820 S Orange Blossom Tral,Orlando,FL,32809; NATURE: HOSPITALITY ; POSITION: OWNER: START DATE: 07/08/2014; NO. HR/MO; 1: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: OWNER NAME: Ganesh Prem Inc INC; INV REL: N ADD: 3100 Arendell St,Morehead City,NC,28557; NATURE: HOSPITALITY ; POSITION: OWNER: START DATE: 05/22/2022; NO. HR/MO; 0: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: OWNER; NAME: Garnet Hospitality INC; INV REL: N ADD: 2930 Waterfront Pkwy W Dr,Indianapolis.IN.46214; NATURE: HOSPITALITY ; POSITION: OWNER: START DATE: 09/1/2022; NO. HR/MO; 1: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: MANAGEMENT NAME: Trident Hospitality INC; INV REL: N ADD: 12340 I 10 Service Rd,New Orleans,LA,70128; NATURE: HOSPITALITY ; POSITION: OWNER: START DATE: 09/1/2022; NO. HR/MO; 1: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Arun K Kaushal'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®
CFP®
Start date: 2007
Experience
Current
August 12, 2016 - Present
DAS WEALTH MANAGEMENT
Office #1: 8820 Orange Blossom Trail Suite # 109, Orlando, FL 32809RIA
CRD#: 269974
ORLANDO, FL
Past
May 14, 2007 - January 3, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CHARLOTTE, NC
Past
January 3, 2007 - January 3, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHARLOTTE, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/12/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
DW
DAS WEALTH MANAGEMENT
DAS FINANCIALS | DAS WEALTH MANAGEMENT | DAS FINANCIALS INC
CRD#: 269974 / SEC#:
Florida
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Contact information
Main Address
8820 Orange Blossom Trail Suite # 109, Orlando, FL 32809
Mailing Address
Phone number
(904) 423-6860
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 105,000 |
Red Flags
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