Sanay J Patel

Current Employers

Purpose Wealth

Longmont, CO • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-24
CO	RA	APPROVED	2024-01-02

TX RA
APPROVED_RES

Since 2025-01-24
CO RA
APPROVED

Since 2024-01-02

Branch Locations

Longmont, CO • 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

Organization	City	State	From	To
Purpose Wealth Llc	Longmont	CO	10/2023	Present
Pravasa Partners Llc	Longmont	CO	03/2016	Present
Exhale Home Llc	Raleigh	NC	08/2020	09/2023
Syght Inc.	Boulder	CO	08/2019	10/2020

10/2023 → Present

Purpose Wealth Llc

Longmont, CO
03/2016 → Present

Pravasa Partners Llc

Longmont, CO
08/2020 → 09/2023

Exhale Home Llc

Raleigh, NC
08/2019 → 10/2020

Syght Inc.

Boulder, CO

Other Businesses

I am employed part-time with Exhale Home, LLC where he assists for 1-2 hours a week. I am an owner of Pravasa Partners LLC. Pravasa Partners LLC owns Pravasa Waxing LLC. I spend approximately 2 hours a week performing basic administrative and financial tasks for Pravasa Waxing LLC. This company has two other owners that are responsible for the day-to-day operations.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-16

S65 Uniform Investment Adviser Law Examination

2023-09-16

Other Names

Sanay Patel

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