RIA Intelligence

INSTAVEST ADVISER, INC.

CRD #175057 SEC #801-81000 TAMPA, FL 617-515-0954
SEC Registered
Total AUM
$1.8M
Discretionary
$0
Employees
1
Clients
--
Accounts
373

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORNA Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
INSTAVEST, INC.DESHAREHOLDERE Control
KHATRI, SALEEMICHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICERC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control
KHATRI, SALEEM, S.ICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND DIRECTORC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
KHATRI, SALEEM, S.IINSTAVEST, INC.E Control
ALLARAKHIA, ZAINIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
ALLARAKHIA, ZAIN, IQBALIINSTAVEST, INC.C Control
KHATRI, SALEEMIINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control
KHATRI, SALEEM, S.IINSTAVEST, INC.C Control

Registrations

Federal

IA
Jun 28, 2017 REGISTERED

Notice Filings (1)

CA

Address

3104 NORTH ARMENIA AVE
SUITE #2
TAMPA, FL 33607
United States
Phone: 617-515-0954