Kalpnesh Patel is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with AMERITAS ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | 2023-03-07 | present | Yes |
| PRUCO SECURITIES, LLC | 2020-06-08 | 2023-02-02 | — |