Krishna Gaglani has been an investment adviser representative at Twin Peaks Wealth Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
Twin Peaks Wealth Advisors, LLC is a firm with $585M under management, 431 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Krishna Gaglani’s longest registration is the current one, under a year at Twin Peaks Wealth Advisors since 2026. Before joining Twin Peaks Wealth Advisors in 2026, Krishna Gaglani was registered through M Holdings Securities, Inc. and Tanager Wealth Management.
- M Holdings Securities, Inc.– · under a yearOxnard, CA · Adviser representative · Firm CRD 43285
- Tanager Wealth Management– · under a yearLondon · Adviser representative · Firm CRD 166084
Investment adviser representative registrations
Krishna Gaglani is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 8 April 2025 |
| Series 7TO | General Securities Representative Examination | 11 October 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2023 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Krishna Devendra Gaglani
- CRD
- 7817409
- Firm
- Twin Peaks Wealth Advisors · CRD 323817
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Krishna Gaglani work?
Krishna Gaglani is an investment adviser representative registered through Twin Peaks Wealth Advisors, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Krishna Gaglani a financial advisor?
Yes. Krishna Gaglani has a current investment-adviser registration in California, through Twin Peaks Wealth Advisors since January 2026.
How many years of experience does Krishna Gaglani have?
Krishna Gaglani has 1 year in the financial industry, since December 2024, across 3 adviser firms.
What exams has Krishna Gaglani passed?
Krishna Gaglani has passed 4 licensing exams: the Series 65, Series 63, Series 7TO and SIE. The earliest, the Series 65, was passed in December 2023.
Where did Krishna Gaglani work before Twin Peaks Wealth Advisors?
Before Twin Peaks Wealth Advisors, Krishna Gaglani was registered through M Holdings Securities, Inc., August 2024 to April 2025; Tanager Wealth Management, December 2023 to June 2024.
Is Krishna Gaglani registered with FINRA?
No. Krishna Gaglani has no current broker registration.
How can I verify Krishna Gaglani’s record?
Search CRD 7817409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Krishna Gaglani’s full registration record.