Purvi Patel

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Claim This Profile

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-06
MD	RA	APPROVED	2025-11-01

TX RA
APPROVED

Since 2026-02-06
MD RA
APPROVED

Since 2025-11-01

Branch Locations

307 S Tollgate Rd, Bel Air, MD 21014 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bel Air	MD	01/2024	Present
Unemployed	Cary	NC	08/2023	01/2024
First National Bank Of Pa	Catonsville	MD	11/2021	08/2023
Dunkin Donuts	Linthicum Heights	MD	08/2019	10/2021
Pillai Coaching Institute	Surat		08/2014	06/2019
Unemployed	Linthicum	MD	06/2019	07/2019
Bank Of America, N.A.	Bel Air	MD	09/2025	Present

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bel Air, MD
08/2023 → 01/2024

Unemployed

Cary, NC
11/2021 → 08/2023

First National Bank Of Pa

Catonsville, MD
08/2019 → 10/2021

Dunkin Donuts

Linthicum Heights, MD
08/2014 → 06/2019

Pillai Coaching Institute

Surat
06/2019 → 07/2019

Unemployed

Linthicum, MD
09/2025 → Present

Bank Of America, N.A.

Bel Air, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-31

S66 Uniform Combined State Law Examination

2025-10-31

Other Names

Purvi Sureshbhai Patel

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

FOUNDERS FINANCIAL SECURITIES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

Other Investors

MELISSA MARIE MULLAN

ERIK LOUIS KELLER

ADAM WILLIS FREELAND

Michael Hax Clayton

Bryan Angelilli

ALEC LLOYD MOURING

JOSEPH MICHAEL ANDERSEN

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · BEL AIR, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bel Air, MD

OSAIC WEALTH, INC. · BEL AIR, MD

FOUNDERS FINANCIAL SECURITIES LLC · BEL AIR, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BEL AIR, MD

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bel Air, MD

AMERIPRISE FINANCIAL SERVICES, LLC · Bel Air, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Be Air, MD

More in Bel Air, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor