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Detailed Report
VIREN KAMDAR
CRD#: 5353373
IA
Investment Adviser
B
Previous Broker
PATHSTONECRD#: 151736 225 - 108th AVENUE NE
SUITE 400
BELLEVUE, WA 98004
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2012 (4 years)IAPATHSTONE (CRD# 151736)2020 - Present (4 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2016 (4 years)IACORNERSTONE ADVISORS INC (CRD# 110908)2016 - 2020 (4 years)
License(s)

State Registrations

IA
Washington 10/22/2020
Current Registration(s)
IA
PATHSTONE (CRD#:151736)
225 - 108th AVENUE NE SUITE 400, BELLEVUE, WA 98004
Registered with this firm since 10/22/2020
Previous Registration(s)
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IA
 08/12/2016 - 09/30/2020 CORNERSTONE ADVISORS INC (CRD#:110908) BELLEVUE, WA
B
 08/23/2012 - 08/04/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) SEATTLE, WA
IA
 08/30/2007 - 05/23/2012 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SEATTLE, WA
B
 07/26/2007 - 05/23/2012 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SEATTLE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.