SARJOO NARENDRA PATEL is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 2025-01-28 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2020-08-10 | 2025-01-28 | — |
| USAA INVESTMENT SERVICES COMPANY | 2016-06-01 | 2020-06-16 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-04-22 | 2016-05-27 | — |
| USAA INVESTMENT SERVICES COMPANY | 2010-12-06 | 2013-04-12 | — |
| USAA FINANCIAL PLANNING SERVICES | 2005-07-06 | 2007-01-05 | — |