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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-07
  • NJ RA
    APPROVED
    Since 2025-10-07

Branch Locations

9 Clyde Rd Ste 202, Somerset, NJ 08873 • United States

29 Clyde Rd Ste 201 & 202, Somerset, NJ 08873 • 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
Santander Us Capital Markets Llc New York NY 07/2024 08/2025
Morgan Stanley West Conshohocken PA 05/2023 08/2023
Evyavan Advisory Serivces Llc Somerset NJ 09/2023 05/2024
Evyavan Advisory Serivces Llc Somerset NJ 09/2022 05/2023
Cetera Investment Management El Segundo CA 05/2022 08/2022
Evyavan Advisory Serivces Llc Somerset NJ 08/2018 04/2022
Princeton University Princeton NJ 08/2020 05/2024
Central Jersey College Prep Charter School Somerset NJ 09/2013 06/2020
Lpl Financial Llc Somerset NJ 08/2025 Present
  • 07/2024 → 08/2025
    Santander Us Capital Markets Llc
    New York, NY
  • 05/2023 → 08/2023
    Morgan Stanley
    West Conshohocken, PA
  • 09/2023 → 05/2024
    Evyavan Advisory Serivces Llc
    Somerset, NJ
  • 09/2022 → 05/2023
    Evyavan Advisory Serivces Llc
    Somerset, NJ
  • 05/2022 → 08/2022
    Cetera Investment Management
    El Segundo, CA
  • 08/2018 → 04/2022
    Evyavan Advisory Serivces Llc
    Somerset, NJ
  • 08/2020 → 05/2024
    Princeton University
    Princeton, NJ
  • 09/2013 → 06/2020
    Central Jersey College Prep Charter School
    Somerset, NJ
  • 08/2025 → Present
    Somerset, NJ
Other Businesses

1- 10/30/2025 - Evyavan Advisory Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/29/2025 - 160 hours per month/ 8 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-30
S63 Uniform Securities Agent State Law Examination 2024-07-20
  • S65 Uniform Investment Adviser Law Examination
    2025-09-30
  • S63 Uniform Securities Agent State Law Examination
    2024-07-20
Other Names
  • Evyavan Patel
  • Evyavan T Patel

View on SEC IAPD

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