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Neal Bharat Patel

Mrm Financial Advisors, LLC

Frisco, TX

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Current Employers
Mrm Financial Advisors, Llc

3001 Dallas Pkwy Ste 750, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

3001 Dallas Pkwy Ste 750, Frisco, TX 75034 • 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
OrganizationCityStateFromTo
Memorial Hermann Health System Houston TX 12/2011 02/2017
Guardian Life Insurance Company Houston TX 03/2017 03/2023
Park Avenue Securities Llc Houston TX 11/2017 03/2023
Mml Investors Services, Llc Houston TX 03/2023 Present
Massmutual Life Insurance Company Houston TX 02/2023 Present
  • 12/2011 → 02/2017
    Memorial Hermann Health System
    Houston, TX
  • 03/2017 → 03/2023
    Guardian Life Insurance Company
    Houston, TX
  • 11/2017 → 03/2023
    Park Avenue Securities Llc
    Houston, TX
  • 03/2023 → Present
    Mml Investors Services, Llc
    Houston, TX
  • 02/2023 → Present
    Massmutual Life Insurance Company
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Neal Patel
  • Neal Bharat Patel

View on SEC IAPD

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