Paresh B Shah

Current Employers

Employment History

• 01/2015 → 01/2018
  Park Avenue Securities
  Melville, NY
• 01/2015 → 01/2018
  Guardian Life Insurance Company
  Melville, NY
• 02/2018 → 03/2018
  Guardian Life Insurance
  Hicksville, NY
• 02/2018 → 03/2018
  Park Avenue Securities
  Hicksville, NY
• 03/2018 → 02/2021
  Kestra Financial, Inc.
  Hicksville, NJ
• 02/2021 → Present
  Lion Street Financial
  Hicksville, NY
• 02/2021 → Present
  Csenge Advisory Group
  Clearwater, FL
• 04/2024 → Present
  Merkkuri Wealth Advisors Llc
  Hicksville, NY
• 11/2025 → Present
  Integrity Alliance, Llc.
  Jericho, NY

Previous Registrations

• 2021-02-09 → 2024-05-31
  Csenge Advisory Group, Llc
  Clearwater, FL
  Hicksville,, NY
• 2018-03-06 → 2021-02-05
  Kestra Advisory Services, Llc
  Hicksville, NY
  Austin, TX
  Hicksville, NY
  Hicksville, NY
  Hicksville, NY
• 2021-02-04 → 2021-02-04
  Csenge Advisory Group, Llc
  Clearwater, FL
  Hicksville, NY
• 2006-11-01 → 2018-03-14
  Park Avenue Securities Llc
  Rego Park, NY
  Rego Park, NY
  Melville, NY
  Hicksville, NY

Other Businesses

1.Kew Gardens Prop; Inv Rltd: No 85-15 120th St Apt 2F Kew Gardens NY 11415; Real Estate; Co-ownr Strt: 1/9/17 Hrs/mth: 16 Hrs/mth dur trdng hrs: 14, Maintng & rentng the prop 2.Shreeji Hicksville Table LLC Inv Rltd: Yes 20 Terry St Hicksville NY 11801 2.Real Estate Member Manager Start: 11/26/19 Hrs/mth: 16 Hrs/mth dur trdng hrs: 14; Renting & mgng prop 3.Paresh Partners, LLC Inv Rltd: Yes 960 S Broadway Ste 113 Hicksville NY 11801 4.Ins Prod Start: 2/18 Hrs/mth: 17-32 Hrs/mth dur trdng hrs: 15-28; Promote/sell products 5.Shreeji Hicksville Jerome LLC, Inv Rltd: Yes 20 TERRY ST HICKSVILLE NY 11801; Real Estate Ownr Mmbr Start: 10/18; Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14: Maint, rent, mngng the invstmt; 6.Payroll Relief 401K Program Inv Rltd: Yes 20 Terry St Hicksville NY 11801; Referral prtnr; Start: 9/17 Hrs/mth: 17-32 Hrs/mth dur trdng hrs: 15-28; Work w/Payroll Relief client to underst client need & recommend the plan. 7.NYSACOC - NY South Asian Chmbr of Commerce Inv Rltd: No 217 04 Northern Blvd Ste 04 Bayside NY 11361; Board Member, BOD Start: 5/18 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14: Organize events, make representations, help members, strategic decision making for the org 8.Rotary Eye Institute Navsari, India Inv Rltd: No 9.Dudhiya Talav Navsari FO - Foreign INDIA 396445; Trustee Start: 1/93 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14 Duties: None 10.Shreeji Hicksville Summer LLC, Inv Rltd: No 20 Terry St Hicksville NY 11801 Real Estate Co-Owner Start: 12/7/17 Hrs/mth: 0-1 11.Dalal Capital Advisors, LLC, Inv Rltd: Yes 960 South Broadway, Ste 113, Hicksville NY 11801 Insurance Producer; Start: 02/21 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14 12.Shreeji Westbury LLC Inv Rltd: No Terry St Hicksville NY 11801 Real Estate Co-Ownr Start: 10/20/16 Hrs/mth: 0-16 Hrs/mth dur trdng hrs: 0-14, Maintain prop; 13.HICKSVILLE GRAPE LANE, LLC; Owner; Owns Real Estate that is rented out INVSTMT RLTD: No # OF HRS: 1 SEC TRDNG HRS: 0 START: 5/18; 49 Grape Lane, Hicksville NY 11801; Locating renter, manage prop, collect rent.14. SHREEJI HICKSVILLE APOLLO LLC; Owner; Purchase Home & rent it out. INVST RLTD: Yes # OF HRS: 1 SEC TRDNG HRS: 0 START: 12/21; 20 Terry Street, Hicksville NY 11801; Complete purchase of prop, oversee renovation & rntng 15.IIT KGP FOUNDATION Volunteer: Indian Inst. of Tech., Kharagpur, INDIA is a univ. It is my Alma Mater. Foundation seeks to raise money from Alumni for the univ. It is a reg 501 c 3 org in the US. INV RLTD: No, # OF Hrs: 2 SEC Trding HRS: 0 START: 05/02/22; 11208 John Galt Blvd, Omaha NE 68127. As Trustee, attend Board meetings, help in coord w/donors for events to raise money, interact w/the univ for needs 16.MEKKURRI WEALTH ADVISORS; Ownr; INV RLTD: Yes # OF HRS: 80 SEC TRDNG HRS: 80 START: 4/24; 960 S Broadway, Ste 115B, Hicksville NY 11801; Managing RIA 17.OHANA GLOBAL ALLIANCE; Ownr; Global & US distributor of Life Ins & Fixed Rate Annuities (Fixed Products) INV RLTD: 0 # OF HRS: 10 SEC TRDNG HRS: 0 START: 3/25; 825 S. Primrose Ave, Ste E, Monrovia CA 91016; Create a distbtn system for Ohana products for India & Indian diaspora the world over.ind RIA 18.INT'L MONEY MATTERS PVT LTD; Investor; Full-service fin plng firm in India. Manage Money, sell life ins under Indian laws for Secties firms. INV RLTD: Yes # OF HRS: 5 SEC TRDNG HRS: 0 START: 07/02/25; 101-103, Mittal Tower, A Wing, 1st Floor, MG Road, Bangalore Karnataka 560001, India; To be a guide to help grow & develop business using my knowledge & experience with our firm in the US 19.SEVARA EDUCATION LLC; Ownr; To impart Education for Financial Services and Financial Planning. Give CPE credits to CPAs and run paid training for advisors. Not INV RLTD; # OF HRS: 6 SEC TRDNG HRS: 4 START: 05/27/26; 333 Jericho Turnpike Ste 211 Jericho NY 11801; Create courses, deliver classes. Give Education/training

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-23
• S63 Uniform Securities Agent State Law Examination
  2003-11-17

Designations

Other Names

• Pareskumar Bansilal Shah
• Paresh Bansilal Shah