Karishma Kumar
Professional Summary
Karishma Kumar is a registered financial advisor currently at GROWTHPOINT TECHNOLOGY PARTNERS, LLC located in San Francisco, California. Karishma is registered as a RR (Registered Representative) and started their career in finance in 2026. Karishma has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
GP TECHNOLOGY PARTNERS, LLC | GROWTHPOINT TECHNOLOGY PARTNERS, LLC
Contact Information
Main Address
601 California Street Suite 600, San Francisco, CA 94108Mailing Address
2208 Seminole Court, Santa Rosa, CA 95405Phone Number
(650) 322-2378Established
Delaware since 09/08/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/30/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jun 2026About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Karishma Kumar's CRS (Customer Relationship Summary).
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