Anita Jaswantlal Patel

Employer firm

Bravias Financial CRD 289589

$212M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 06/2021
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2010 → 06/2021
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 06/2021 → Present
  Bravias Capital Group, Llc
  Iselin, NJ

Previous Registrations

• 2010-07-02 → 2021-07-14
  Cambridge Investment Research Advisors, Inc.
  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

• S66 Uniform Combined State Law Examination
  2005-05-24

Designations

• Chartered Financial Analyst