Rikin Kaushik Patel

Current Employers

Employment History

• 01/2001 → Present
  Kaushik Patel Llc
  Clifton, NJ
• 03/2012 → 05/2020
  Sterne Agee Financial Services, Inc.
  Birmingham, AL
• 06/2016 → 05/2020
  Sterne Agee Investment Advisor Services, Inc.
  Birmingham, AL
• 05/2020 → 03/2025
  Benchmark Investments, Inc
  Stockbridge, GA
• 05/2020 → 01/2022
  Benchmark Advisory Services, Llc
  Stockbridge, GA
• 01/2022 → 03/2025
  Kingswood Wealth Advisors Llc
  Stockbridge, GA
• 02/2023 → 03/2025
  Kingswood Capital Partners, Llc
  Stockbridge, GA
• 05/2023 → 03/2025
  Kingswood Capital Partners, Llc
  Fairfield, NJ
• 03/2025 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2022-01-05 → 2025-03-25
  Kingswood Wealth Advisors, Llc
  Fairfield, NJ
  San Diego, CA
• 2020-05-22 → 2022-01-03
  Benchmark Advisory Services, Llc
  San Diego, CA
  Fairfield, NJ
• 2016-06-30 → 2020-05-22
  Stonex Advisors Inc.
  Fairfield, NJ
  Birmingham, AL
• 2015-08-25 → 2016-06-30
  Intl Advisory Consultants Inc.
  Fairfield, NJ

Other Businesses

1) SOLAR TWINS RENEWABLES LLC-NOT INVESTMENT RELATED, 355 GLENWOOD ROAD, RIDGEWOOD, NJ 07450, ENTITY HOLDS SOLAR PROJECTS I HAVE PURCHASED, MANAGING MEMBER, MANAGE THE SOLAR PROJECTS THAT IM INVESTING INTO, 0 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 11/2024 2) TWIN FUNDING LLC-NOT INVESTMENT RELATED, 355 GLENWOOD ROAD, RIDGEWOOD, NJ 07450, THIS ENTITY NEED TO BE CREATD FOR JP MORGAN TO CREATE A CREDIT FACILITY FOR MU PREMIUM FINANCED LIFE INSURANCE POLICY. THE CREDIT LINE IS AGAINST THE CASH VALUE OF THE POLICY, SINGLE MEMBER ENTITY OWNED BY MY TRUST, MAKING SURE MY PREMIUM IS FUNDED EACH YEAR, 0 HRS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 09/2024 3) TWIN ADVISORY SERVICES INC-NOT INVESTMENT RELATED, 310 PASSAIC AVE., STE 215, FAIRFIELD, NJ ENTITY USED TO TRANSFER 1099 COMMISSIONS TO CLOSELY HELD MY S-CORP. THE BUSINESS ALSO REPORTS INCOME FROM LIFE INSURANCE AND ACCOUNTING SERVICES., PRESIDENT, REPORTING OF BUSINESS INCOME AND EXPENSES. 1 HR A MONTH, 0 HRS MONTHLY DURING SECURITIES TRADING HOURS, 01/2017 4) KAUSHIK PATEL LLC-NOT INVESTMENT RELATED, 310 PASSAIC AVE., STE 215, FAIRFIELD, NJ 07004, ACCOUNTING AND TAX SERVICES FOR INDIVIDUALS AND BUSINESSES, MANAGING MEMBER, MANAGE THE ACCOUNTING AND TAX PRACTICE, 01/2002 5) CYOUR NJ LLC-NOT INVESTMENT RELATED, 97 TRUMAN DRIVE, WOODBRIDGE, NJ 07075, CANNABIS CULIVATION, MEMBER-LIMITED, PASSIVE INVESTOR IN A COMPNAY THAT ACQUIRED A CULTIVATION LICENSE IN NEW JERSEY, 0 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 12/2021 6) PARKVIEW INVESTMENT ADVISORS-INVESTMENT RELATED, 50 CRAIGWOOD ROAD, STE 205, SOUTH PLAINFIELD, NJ 07080, VENTURE CAPITAL, PRINCIPAL, REVIEW THE OVERALL STRUCTURE OF THE VENTURE FUND, 3 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 05/2019 7) DOUBLE VISION VENTURES, LLC-INVESTMENT RELATED, 310 PASSAIC AVE., STE 215 FAIRFIELD NJ 07004, PROVIDE SALES, INVESTOR, OPERATIONS AND STRATIGIC SUPPORT FOR SOLIDARIS CAPITAL, LLC, SOLIDARIS SOLAR VENTURES, LLC, SMR CAPITAL, AVONDALE LLC, PRESIDENT, 100% OWNER, STRATEGIC GUIDANCE ACROSS SALES, INVESTOR RELATIONS, OPERATIONS, AND ORGANIZATIONAL GROWTH SUPPORT SERVICCES ARE DESIGNED TO EVERAGE INDUSTRY EXPERIENCE AND NETWORK TO CREATE STRATEGIC OPPORTUNITIES., 6 HRS MONTHLY, 2 HRS DURING SECURITIES TRADING HOURS, 04/2025 8) TWYNING LLC-INVESTMENT RELATED, 838 WALKER ROAD, SUITE 21-2, DOVER, DE 19904, MERCHANT CREDIT ADVANCES, OPERATIONS/ACCOUNTING, PROVIDE ACCOUNTING AND TAX SUPPORT ORGANIZATION, 5 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 03/2025 9) AVONDALE LLC-INVESTMENT RELATED, PO BOX 1867 WEST PALM BEACH, FL 33402, MERCHANT CREDIT ADVANCES, OPERATIONS/ACCOUNTING/INVESTOR RELATIONS, PROVIDE ACCOUNTING, INVESTOR RELATIONS, AND TAX SUPPORT FOR THE ORGANIZATION, 5 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 04/2025 10) EMERSON FAMILY OFFICE-INVESTMENT RELATED, 310 PASSAIC AVENUE, STE 215 FAIRFIELD, NJ 07004, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., TEAM MEMBER, IDENTIFY AND EVALUATE INVESTMENT OPPORTUNITIES IN THE BEST INTEREST OF MY CLIENTS., 20 HRS PER MONTH, 1 HR PER DAY DURING SECURITIES TRADING HOURS., 03/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18
• S63 Uniform Securities Agent State Law Examination
  2013-08-15