SONALI MAHENDRA PATEL is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2026-03-02 | present | Yes |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 2022-12-08 | 2026-02-18 | — |
| MARTIN CAPITAL ADVISORS, LLP | 2022-06-30 | 2022-12-08 | — |