Krupaben Patel

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-01-20
TX	RA	APPROVED_RES	2024-10-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	10/2020	01/2021
University Of Georgia	Athens	GA	05/2018	05/2020
Abound Wealth Management	Franklin	TN	05/2020	07/2020
University Of Georgia - Volunteer Income Tax Assistance Service	Athens	GA	01/2020	05/2020
University Of Georgia - Aspire Clinic Provider	Athens	GA	01/2020	05/2020
Georgia State University	Atlanta	GA	08/2016	05/2018
Kumon Tutoring Center	Atlanta	GA	08/2015	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	06/2024	Present
Duren And Associates	Roswell	GA	07/2023	02/2024
Hill Advisor Group	Atlanta	GA	03/2021	05/2023
Unemployment	Lawrenceville	GA	02/2024	06/2024
Bank Of America, N.A.	Charlotte	NC	08/2024	Present

10/2020 → 01/2021

The Vanguard Group, Inc.

Charlotte, NC
05/2018 → 05/2020

University Of Georgia

Athens, GA
05/2020 → 07/2020

Abound Wealth Management

Franklin, TN
01/2020 → 05/2020

University Of Georgia - Volunteer Income Tax Assistance Service

Athens, GA
01/2020 → 05/2020

University Of Georgia - Aspire Clinic Provider

Athens, GA
08/2016 → 05/2018

Georgia State University

Atlanta, GA
08/2015 → 08/2017

Kumon Tutoring Center

Atlanta, GA
06/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
07/2023 → 02/2024

Duren And Associates

Roswell, GA
03/2021 → 05/2023

Hill Advisor Group

Atlanta, GA
02/2024 → 06/2024

Unemployment

Lawrenceville, GA
08/2024 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-27
S63	Uniform Securities Agent State Law Examination	2020-12-08

Other Firms