DEEP PATEL is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with GENRISE WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GENRISE WEALTH ADVISORS LLC | 2022-01-19 | present | Yes |
| ADVISORS ASSET MANAGEMENT, INC. | 2014-05-05 | 2021-11-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-10-25 | 2014-05-09 | — |