SAMIR HARISH PATEL is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-04-08 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-07-27 | 2025-04-04 | — |
| CHARLES SCHWAB & CO., INC. | 2019-08-02 | 2022-07-01 | — |
| LPL FINANCIAL LLC | 2017-09-06 | 2019-02-27 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-10-25 | 2017-08-10 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-05-24 | 2013-10-15 | — |