Jyote Bela Patel

Current Employers

Harbor Wealth Management

Fort Lauderdale, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-08
NJ	RA	APPROVED	2025-11-08
NY	RA	APPROVED	2022-01-20

FL RA
APPROVED

Since 2025-11-08
NJ RA
APPROVED

Since 2025-11-08
NY RA
APPROVED

Since 2022-01-20

Branch Locations

Fort Lauderdale, FL • 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
Harbor Wealth Management	Cinnaminson	NJ	01/2016	Present
Create A Bela Life Coaching	Cinnaminson	NJ	09/2013	Present

01/2016 → Present

Harbor Wealth Management

Cinnaminson, NJ
09/2013 → Present

Create A Bela Life Coaching

Cinnaminson, NJ

Other Businesses

Create A Bela Life Coaching. Not investment related. Cinnaminson, NJ. Start date 9/2013. 20 hours/month - not during trading hours. Well-being & empowerment life coaching.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-21

S65 Uniform Investment Adviser Law Examination

2016-01-21

Other Names

Bela Patel Sheth
Bela Patel

View on SEC IAPD