# SARJOO NARENDRA PATEL

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/106753) | 2025-01-28 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-08-10 | 2025-01-28 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2016-06-01 | 2020-06-16 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2013-04-22 | 2016-05-27 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2010-12-06 | 2013-04-12 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2005-07-06 | 2007-01-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4473967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4473967.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.