Dhaval Patel is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-04-25 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-10-26 | 2023-07-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-04-16 | 2022-07-08 | — |