Rakesh Patel is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2023-04-03 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-08-29 | 2016-12-05 | — |
| TD AMERITRADE, INC. | 2014-08-29 | 2016-12-05 | — |