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Ayushi Nimesh Patel

Focus Partners Wealth, LLC

Nashville, TN

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-05
  • TN RA
    APPROVED
    Since 2026-01-05

Branch Locations

150 4Th Ave North Suite 1410, Nashville, TN 37219 • 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
Finnacle Surat 05/2019 12/2020
Sep Ventures Mumbai 01/2021 05/2022
A.n. Synthetic Surat 06/2022 11/2022
Self Employed Surat 01/2023 09/2023
N/A Surat 09/2023 06/2024
Focus Partners Wealth, Llc Boston MA 07/2024 Present
N/A Ahmedabad 08/2016 05/2019
  • 05/2019 → 12/2020
    Finnacle
    Surat
  • 01/2021 → 05/2022
    Sep Ventures
    Mumbai
  • 06/2022 → 11/2022
    A.n. Synthetic
    Surat
  • 01/2023 → 09/2023
    Self Employed
    Surat
  • 09/2023 → 06/2024
    N/A
    Surat
  • 07/2024 → Present
    Boston, MA
  • 08/2016 → 05/2019
    N/A
    Ahmedabad
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29

View on SEC IAPD

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