Kalpesh Hasmukh Patel is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-07-21 | present | Yes |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2022-10-25 | 2023-07-06 | — |
| CHARLES SCHWAB & CO., INC. | 2019-07-09 | 2022-09-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-10-10 | 2018-11-01 | — |