Sunny Kishor Patel is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2024-07-17 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-05-30 | 2024-07-23 | — |
| WFG ADVISORS, LP | 2016-04-11 | 2017-05-11 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-08-01 | 2016-04-06 | — |