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RD

Raja S. Duddupudi

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CRD#: 6769633
RD

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.

Raja Sekhar Duddupudi was a registered financial professional .

Raja is a previously registered financial professional and started their career in finance in 2017. Raja had worked at 2 firms and has passed the Series 65 exam.

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.
1) Salesforce; Investment related: No; Location: 929 108th Ave NE Unit 1800, Bellevue, WA United States, 98006; Description: Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's services allow businesses to use cloud technology to better connect with customers, partners and potential customers.; Position Title: Senior Director of Software Engineering; Responsibilities Duties: Managing teams that deliver cloud customer relationship management solutions; Start date: 2022-01-10; Hours during trading hours: 3; Hours outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 70.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 5, 2021 - April 13, 2022

RG CAPITAL ADVISORS LLC

RIA
CRD#: 311356
Bellevue, WA
Past

March 14, 2017 - August 28, 2017

SUMMIT FAMILY OFFICE SERVICES, LLC

RIA
CRD#: 171313
BELLEVUE, WA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/20/2020
Uniform Investment Adviser Law Examination

Current Firm


RC
RG CAPITAL ADVISORS LLC
RG CAPITAL ADVISORS LLC

CRD#: 311356 / SEC#:

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Contact information


Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 406-4994
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 3,276,000

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


RG CAPITAL ADVISORS LLC

CRD#: 311356

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