Vijay L Patel

Current Employers

Employment History

• 08/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2009 → Present
  Bank Of America, N.A.
  Atlanta, GA

Previous Registrations

• 2007-02-20 → 2008-08-04
  Ameriprise Financial Services, Llc
  Atlanta, GA

Other Businesses

I*847250 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address: Atlanta, Georgia, 30308 Position, title, association: Co-owner with other family members, Start date of relationship: 5/16/2022 Hours devoted: 2 hours Mthly Hours devoted during trading hours: 0 Duties: Co-owner of rental property I*6421 ENTITY TYPE: RENTAL PROPERTY: NAME: V P AND I S-K INVESTMENT RELATED: NO ADDRESS: MIRAMAR BEACH, FL 32550 POSITION: Co-owner with other family members START DATE OF RELATIONSHIP: 6/15/2018NUMBER OF HOURS DEVOTED: 2 HOURS NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Co-owner of rental property I*: 2293267 Entity Type: Charitable Name of OBA: Atlanta Tool Bank Address: Atlanta, GA 30315 Investment Related: No Position, Title, Association: Board member Employee Start Date: 05/19/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: Atlanta Tool Bank loans tools to non-profits in the Atlanta area. I will join board to provide guidance I*: 2813267 Entity Type: For Profit Name of OBA: Real Estate LicenseAddress: Atlanta, GA 30308 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: We have rental properties and no additional activity will take place.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-16

Other Names

• Vijay Lalit Patel
• Vijay Patel