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Anita Jaswantlal Patel

Bravias Financial

Iselin, NJ

Miami, FL

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Current Employers
Bravias Financial

33 Wood Avenue South, 6Th Floor, Iselin, NJ 08830 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

33 Wood Avenue South, 6Th Floor, Iselin, NJ 08830 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 07/2010 06/2021
Cambridge Investment Research Advisors, Inc Fairfield IA 07/2010 06/2021
Bravias Capital Group, Llc Iselin NJ 06/2021 Present
Previous Registrations
  • 2010-07-02 → 2021-07-14
    Miami, FL
  • 2009-05-26 → 2010-07-06
    Woodbury Financial Services, Inc.
    Campbell, CA
    Dublin, CA
    Campbell, CA
    San Francisco, CA
  • 2007-05-31 → 2009-05-22
    Cetera Wealth Services, Llc
    Livermore, CA
    Campbell, CA
    Albuquerque, NM
    Santa Fee, NM
  • 2005-05-25 → 2007-05-18
    Waddell & Reed
    Santa Fe, NM
    Albuquerque, NM
    Albuquerque, NM
    Santa Fe, NM
Other Businesses

1)MANAGEMENT CONSULTING, 1200 BRICKELL BAY DRIVE, #4203, MIAMI, FL 33131 OR FROM CLIENT PROJECT LOCATIONS; INV RELATED; IND CONTRACTOR; STARTED 8/1/09; DEVOTE 10 HRS/MO, 5 HRS DURING TRADING HRS; HELP CLIENTS WITH MANAGEMENT CONSULTING, CHARITABLE GIFT GIVING STRATEGIES AND ADMINISTRATION HELP. 2)FINANCIAL EDUCATION; VARIOUS LOCATIONS; INSTRUCTOR/ADVISOR; TEACH FINANCIAL EDUCATION WORKSHOPS; INVESTMENT RELATED; STARTED 8/1/09; DEVOTE 5 HRS/MO, 3 HRS DURING TRADING HRS. 3)INDEPENDENT INSURANCE AGENT, MIAMI, FL, 5/2005 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10 HR/MO - 10/TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-24
  • S66 Uniform Combined State Law Examination
    2005-05-24
Designations

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