Careena Patel

Current Employers

Employment History

• 02/2016 → 08/2021
  Bbva Securities Inc.
  Allen, TX
• 02/2016 → 08/2021
  Compass Bank
  Birmingham, AL
• 02/2016 → 08/2021
  Bbva Wealth Solutions Inc.
  Allen, TX
• 03/2016 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → 05/2023
  Pnc Investments
  Mckinney, TX
• 05/2023 → 09/2023
  Momentum Independent Network
  Dallas, TX
• 10/2023 → 09/2024
  Kingswood Capital Partner
  Lantana, TX
• 10/2023 → 09/2024
  Kingswood Wealth Advisors
  Lantana, TX
• 09/2024 → Present
  Wealth Benefit Advisors, Llc
  Houston, TX
• 07/2024 → 02/2026
  Pinnacle Wealth Management, Llp
  London

Previous Registrations

• 2024-09-20 → 2026-03-09
  Wealth Benefit Advisors, Llc
  Lantana, TX
  Houston, TX
• 2023-10-04 → 2024-09-04
  Kingswood Wealth Advisors, Llc
  Lantana, TX
  San Diego, CA
• 2023-05-17 → 2023-09-20
  Momentum Independent Network Inc.
  Dallas, TX
  Lantana, TX
• 2021-08-18 → 2023-05-18
  Pnc Wealth Management Llc
  Carrollton, TX
  Mckinney, TX
  Mckinney, TX
  Mckinney, TX
  Allen, TX
  Carrollton, TX
  Dallas, TX
• 2016-02-24 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Dallas, TX
  Allen, TX
• 2015-06-03 → 2016-01-07
  Strategic Advisers Llc
  West Hartford, CT
• 2011-05-31 → 2014-11-28
  Lpl Financial Llc
  Hartford, CT
  Hartford, CT
  East Hartford, CT
  Hebron, CT
  Manchester, CT
  Fort Mill, SC
  Manchester, CT
  Windsor, CT
  Manchester, CT
  Windsor, CT
  Enfield, CT
  West Hartford, CT
  Glastonbury, CT
  Avon, CT
• 2009-11-04 → 2010-04-07
  Edward Jones
  Torrington, CT
  West Hartford, CT
  St Louis, MO

Other Businesses

PINNACLE WEALTH; INVESTMENT RELATED; LONDON, UK, FINANCIAL ADVISER; START DATE: 7/2024; APPROXIMATELY 150 HRS/MO; PROVIDES FINANCIAL PLANNING SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-03

Other Names

• Twinkle Patel
• Careena Patel
• Careena Twinkle Patel
• Twinkle Pravinchandra Patel