# CAREENA PATEL

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH BENEFIT ADVISORS, LLC](https://search.stillhousedata.com/firm/319324) | 2026-03-10 | present | Yes |
| [WEALTH BENEFIT ADVISORS, LLC](https://search.stillhousedata.com/firm/319324) | 2024-09-20 | 2026-03-09 | — |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/288792) | 2023-10-04 | 2024-09-04 | — |
| [MOMENTUM INDEPENDENT NETWORK INC.](https://search.stillhousedata.com/firm/17587) | 2023-05-17 | 2023-09-20 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2021-08-18 | 2023-05-18 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2016-02-24 | 2021-08-17 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-06-03 | 2016-01-07 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-05-31 | 2014-11-28 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2009-11-04 | 2010-04-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5444676)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5444676.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.