SONIA KUNAL PATEL is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-05-18 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-11-19 | 2023-05-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-08-05 | 2019-11-06 | — |