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Kirti Bhanushali

Georgetown, TX
·CRD# 8259421·1 year experience

Professional Summary

Kirti Bhanushali, who also goes by Kris Bhanushali, was a registered financial advisor. Kirti was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kirti had worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kris Bhanushali

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

Unknown Firm·
Georgetown, TX
August 20, 2026 - Present

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Current Firm

No current employment

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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.

Sole member and Chief Executive Officer of Dversify AI LLC, a Texas limited liability company (EIN 39-3612909) located in Georgetown, Texas, that owns and operates the dversify.ai software-as-a-service platform offering financial-planning calculators and educational software tools to the public at published retail prices. Output is software only, with no human advisory interaction; Dversify AI LLC is not a registered investment adviser. Affiliate of Dversify Advisors LLC; relationship is disclosed in Form ADV Item 10.C. This relationship began April 2025 and continues to present. Devotes approximately 40% of his time to this business, a majority of which falls during securities trading hours.

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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.
IAR
Texas
(8/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2026About the Series 65 exam

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CRS (Client Relationship Summary)

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

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