Rovin Patel is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with GALLAGHER FIDUCIARY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 2025-11-17 | present | Yes |
| LPL FINANCIAL LLC | 2025-01-23 | 2025-11-06 | — |
| WINTRUST INVESTMENTS LLC | 2024-10-30 | 2025-01-23 | — |
| J.P. MORGAN SECURITIES LLC | 2020-10-14 | 2024-11-27 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2020-07-08 | — |
| STRATEGIC ADVISERS LLC | 2016-07-28 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-03-31 | 2016-06-17 | — |