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Yash Sunil Patil

Agentech Equities, LLC

Fremont, CA

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Current Employers
Agentech Equities, Llc

Fremont, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-26
  • CA RA
    APPROVED
    Since 2025-11-26

Branch Locations

Fremont, CA • 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
City National Rochdale San Francisco CA 03/2020 11/2024
Northern Trust Tempe AZ 05/2018 09/2019
Regius Lifespaces Pune 05/2017 03/2020
New York University New York City NY 08/2013 05/2017
Unemployed San Francisco CA 11/2024 09/2025
Agentech Equities, Llc Fremont CA 10/2025 Present
  • 03/2020 → 11/2024
    City National Rochdale
    San Francisco, CA
  • 05/2018 → 09/2019
    Northern Trust
    Tempe, AZ
  • 05/2017 → 03/2020
    Regius Lifespaces
    Pune
  • 08/2013 → 05/2017
    New York University
    New York City, NY
  • 11/2024 → 09/2025
    Unemployed
    San Francisco, CA
  • 10/2025 → Present
    Agentech Equities, Llc
    Fremont, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-03
S66 Uniform Combined State Law Examination 2021-03-02
  • S63 Uniform Securities Agent State Law Examination
    2024-04-03
  • S66 Uniform Combined State Law Examination
    2021-03-02
Designations
Other Names
  • Yash Patil
  • Yash S Patil

View on SEC IAPD

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