Dharma Patel is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2026-01-26 | present | Yes |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 2017-03-06 | 2022-06-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-12-02 | 2016-10-25 | — |
| TD WEALTH MANAGEMENT SERVICES INC. | 2008-10-06 | 2009-07-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-10-18 | 2008-07-23 | — |