Apekshit MulayCRD Number: 7062979
Current Firm: Transamerica Financial Advisors, Inc.
Apekshit Mulay (CRD# 7062979) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|The Enrollment Store||Plan0, TX||Nov 2022 - Current||< 1|
|Insubuy, LLC||Plano, TX||Nov 2022 - Current||< 1|
|Airbnb Rental||Dallas, TX||Apr 2021 - Current||1|
|Transamerica Financial Advisors, Inc.||Plano, TX||Nov 2018 - Current||4|
|Mulay's Consultancy Services||Plano, TX||May 2014 - Current||8|
|World Financial Group, Inc.||Plano, TX||May 2013 - Current||9|
|Mulay's Consultancy Service||Dallas, TX||Apr 2013 - Current||9|
|Editor Of Economic Renaissance In Age Of Artificial Intelligence||Tustin, CA||Feb 2018 - Dec 2018||< 1|
|Oba- Author Of New Macroeconomics||Tustin, CA||May 2017 - Jan 2018||< 1|
|Intellisoft Technologies||Irving, TX||May 2017 - Dec 2017||< 1|
|Oba - Author Of Improving Reliability Of Tungsten Plug Via||Tustin, CA||Sep 2016 - Dec 2016||< 1|
|Oba- Author Of How Information Revolution Remade The Business||Tustin, CA||Jan 2016 - Aug 2016||< 1|
|Oba- Author Of Sustaining Moore's Law||Tustin, CA||Jan 2015 - Sep 2015||< 1|
|Oba- Author Of Mass Capitalism A Blueprint For Economic Revival||Tustin, CA||Aug 2014 - Nov 2014||< 1|
|Evans Analytical Group||Irvine, CA||Jun 2013 - Apr 2014||< 1|
|Microtech Analytical Laboratories||Plano, TX||Mar 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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