Anurati A Patel

Current Employers

Employment History

• 01/2015 → 03/2017
  Msi Financial Services, Inc.
  Rockville, MD
• 03/2017 → 08/2018
  Mml Investors Services, Llc
  Rockville, MD
• 03/2017 → 07/2018
  Mass Mutual Life Insurance Company
  Rockville, MD
• 07/2018 → 06/2022
  Hornor Townsend & Kent Inc
  Horsham, PA
• 07/2018 → 06/2022
  Penn Mutual Life Insurance Co
  Horsham, PA
• 06/2022 → Present
  Lpl Financial Llc
  Rockville, MD
• 06/2022 → 09/2024
  Maryland Financial Group, Inc. Dba Affirmative Wealth Partners
  Rockville, MD
• 09/2024 → Present
  Great Valley Advisor Group
  Rockville, MD

Previous Registrations

• 2022-06-13 → 2024-10-03
  Maryland Financial Group, Inc.
  Rockville, MD
• 2018-08-08 → 2022-06-13
  Hornor, Townsend & Kent, Llc
  Rockville, MD
  Towson, MD
• 2017-03-25 → 2018-08-02
  Mml Investors Services, Llc
  Rockville, MD
  Rockville, MD
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Rockville, MD
• 2011-12-14 → 2015-01-02
  New England Securities
  Princeton, NJ
  Brookeville, MD
  Rockville, MD

Other Businesses

(1) 06/13/2022 - Non-Variable Insurance - INVESTMENT RELATED - At Reported Business Location(s) - Start Date 06/06/2022 - 10 Hours Per Month/ 1 Hour During Trading (2) 10/09/2024 - Affirmative Wealth Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 160 Hours per Month/ 7 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 10/09/2024 - GREAT VALLEY ADVISOR GROUP, INC. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 160 Hours per Month/ 7 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 11/19/2024 - Affirmative Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/29/2022 - 10 Hours Per Month/ 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-01
• S63 Uniform Securities Agent State Law Examination
  1990-05-31

Other Names

• Anu Patel
• Anurati Arvind Patel
• Anurati Patel-Long
• Anurati Arvind Patel-Long
• Anurati Arvind Patel-Long