Sunny Patel is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-06-03 | present | Yes |
| THE GOFF FINANCIAL GROUP | 2026-01-22 | 2026-05-16 | — |
| THE GOFF FINANCIAL GROUP | 2024-02-06 | 2025-12-31 | — |
| EDWARD D. JONES & CO., L.P. | 2019-10-15 | 2021-07-14 | — |