SUNNY B PATEL is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2024-05-23 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2024-05-23 | present | Yes |
| AVESTAR CAPITAL, LLC | 2024-01-29 | 2024-02-26 | — |