Rohan Suresh Patel is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with FORVIS MAZARS WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2025-04-02 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2024-03-11 | 2025-03-12 | — |