Arpit Sogani

VR FUNDAMENTAL LLC

DALLAS, TX 75205

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CRD#: 6867729

Professional summary

Arpit Sogani is a registered financial advisor currently at VR FUNDAMENTAL LLC located in Dallas, Texas and VISION RESEARCH, LLC located in Dallas, Texas.

Arpit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Arpit has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arpit Sogani'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

March 8, 2018 - Present

VR FUNDAMENTAL LLC

Office #1: 25 Highland Park Village #100-247, Dallas, TX 75205

RIA

CRD#: 282633

DALLAS, TX

Current

March 8, 2018 - Present

VISION RESEARCH, LLC

Office #1: 25 Highland Park Village #100-247, Dallas, TX 75205

RIA

CRD#: 160626

Dallas, TX

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

Texas
(3/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2018

Uniform Investment Adviser Law Examination

Current Firm

VR FUNDAMENTAL LLC

CRD#: 282633 / SEC#:

Texas

Registered Investment Advisory firm - (4/29/2016 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

25 Highland Park Village #100-247, Dallas, TX 75205

Phone number

(214) 794-2826

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Arpit Sogani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arpit Sogani's CRS (Customer Relationship Summary).

Certified licenses

Experience

VR FUNDAMENTAL LLC

VISION RESEARCH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2018

Current Firm

VR FUNDAMENTAL LLC

Contact information

Documents

Red Flags

Company Information

VR FUNDAMENTAL LLC

TRUST BUT VERIFY

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