UMA ASHOK KHANDKAR is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with DIVERSIFY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2026-03-09 | present | Yes |
| STONEBRIAR WEALTH, LLC | 2024-07-11 | 2026-03-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-01-12 | 2024-06-10 | — |