RU
Ranjan Upendra
STARKLOGIC LLC
Sammamish, WA
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CRD#: 6982334
RU
Professional summary
Ranjan Upendra is a registered financial advisor currently at STARKLOGIC LLC located in Sammamish, Washington.
Ranjan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ranjan has worked at 1 firm 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.
Current Titles: Sr. Finance Manager Relationship: Employee Employer: Adobe. Hours per week: 40 hrs Most recent Start Date : Apr/2022- Current No security trading/investment advisory involved Duties: Financial Planning Analysis and Reporting.
CRS (Client Relationship Summary) - RIA
Click below to view Ranjan Upendra'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®
NoneExperience
Current
September 18, 2018 - Present
STARKLOGIC LLC
RIA
CRD#: 297952
Sammamish, WA
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
Washington(9/18/2018)
Current Firm
SL
STARKLOGIC LLC
STARKLOGIC LLC
CRD#: 297952 / SEC#:
Washington
Registered Investment Advisory firm - (9/18/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Sammamish, WA
Mailing Address
Phone number
(206) 200-7828
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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