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BA

Bipula Aryal

3PE ADVISORS
Dallas, TX 75201
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CRD#: 7751606
BA
Bipula Aryal3PE ADVISORS

Professional summary

Bipula Aryal is a registered financial professional currently at 3PE ADVISORS located in Dallas, Texas.

Bipula is registered as a RR (Registered Representative) and started their career in finance in 2024. Bipula has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

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) - BD

Click below to view Bipula Aryal'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

August 3, 2026 - Present

3PE ADVISORS

Office #1: 1910 Pacific Avenue, Suite 14183, Dallas, TX 75201
BD
CRD#: 290234
Dallas, TX
Past

December 17, 2024 - May 12, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(8/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/13/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

3A
3PE ADVISORS
3P ENERGY ADVISORS LLC | SPEYSIDE ADVISORS, LLC | 3PE ADVISORS

CRD#: 290234 / SEC#: , 8-70023

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
1910 Pacific Avenue, Ste 14183, Dallas, TX 75201
Mailing Address
1910 Pacific Avenue, Ste 14183, Dallas, TX 75201
Phone number
(972) 645-3250
Established
Texas since 05/12/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
3P ENERGY CAPITAL LLCMEMBER
KITCHENS, CHRISTINA VANESSACEO7632708
LATIMER, JAMES ROBERT IIICFO, FINOP4462115
TAYLOR, MICHAEL PEREZPRESIDENT, CCO4131002

Red Flags

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Company Information

3PE ADVISORS

CRD#: 290234Dallas, TX 75201

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