Roshan Patel is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with JORDAN PARK GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JORDAN PARK GROUP LLC | 2022-09-08 | present | Yes |
| ALESCO ADVISORS LLC | 2021-07-30 | 2022-09-02 | — |