CAREENA PATEL is an investment adviser representative (IAR) with state registration records since 2009, appearing at 8 firms. Currently registered with WEALTH BENEFIT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH BENEFIT ADVISORS, LLC | 2026-03-10 | present | Yes |
| WEALTH BENEFIT ADVISORS, LLC | 2024-09-20 | 2026-03-09 | — |
| KINGSWOOD WEALTH ADVISORS, LLC | 2023-10-04 | 2024-09-04 | — |
| MOMENTUM INDEPENDENT NETWORK INC. | 2023-05-17 | 2023-09-20 | — |
| PNC WEALTH MANAGEMENT | 2021-08-18 | 2023-05-18 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2016-02-24 | 2021-08-17 | — |
| STRATEGIC ADVISERS LLC | 2015-06-03 | 2016-01-07 | — |
| LPL FINANCIAL LLC | 2011-05-31 | 2014-11-28 | — |
| EDWARD D. JONES & CO., L.P. | 2009-11-04 | 2010-04-07 | — |