Deepa K. Lahoti
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Deepa Khatri Lahoti, who also goes by Deepa Nanda Khatri, was a registered financial professional .
Deepa is a previously registered financial professional and started their career in finance in 2010. Deepa had worked at 5 firms and has passed the Series 66, Series 65, SIE, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2018 - March 31, 2020
IVESTA, LLC
April 26, 2015 - October 14, 2015
JOYN ADVISORS, INC.
February 18, 2015 - October 29, 2015
SECURIAN FINANCIAL SERVICES, INC.
July 30, 2013 - August 6, 2014
ADIPA, LLC
March 4, 2010 - August 19, 2011
MORGAN STANLEY
January 8, 2010 - August 19, 2011
MORGAN STANLEY
State Registrations and Notice Filings
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Exams
Current Firm
IVESTA, LLC
CRD#: 283729 / SEC#:
Contact information
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Georgia | ERA - Withdrawn | 11/7/2017 |
Red Flags
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