Sandeepkumar Mangubhai Patel

Current Employers

Employment History

• 04/2014 → 10/2017
  National Planning Corporation
  Goshen, NY
• 10/2017 → 06/2024
  Securities America Inc.
  Goshen, NY
• 10/2017 → 06/2024
  Securities America Advisors
  Goshen, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Goshen, NY

Previous Registrations

• 2017-10-20 → 2024-06-14
  Securities America Advisors, Inc.
  Goshen, NY
  Goshen, NY
• 2017-01-30 → 2017-10-27
  National Planning Corporation
  Goshen, NY
  West Nyack, NY

Other Businesses

1. METRO DI POSITION: Agent NATURE: Disability General Agency INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2017 ADDRESS: 350 Jericho Turnpike, Suite #306, Jericho NY 11753 DESCRIPTION: Disability Insurance Sales 2. BHARATIYA MANDIR POSITION: Board Member NATURE: Religious Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 347 Bloomingburg Road, Middletown NY 10940 DESCRIPTION: Oversee Mandir Activities and events along with other Board Members. I have no Financial Control of any of the Mandir Bank Accounts. I along with another Rep in the office. Roger Pikul took over a Managed Investment Account for the Mandir and moved it from Fidelity to FTJ Fund Choice in April 2018. Roger has full control of the Management of the Investment Account. I have recused myself from any Mandir Board Decisions in relation to the Investment Account. 3. DBA - Select Wealth Partners 4. SELECT WEALTH PARTNERS POSITION: Partner NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 2354 State Route 17A, Goshen NY 10924 DESCRIPTION: Marketing and Training 5. YANKEE ADVISOR NETWORK LLC POSITION: Agent NATURE: Fixed Life and Fixed Annuity General Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2012 ADDRESS: 14 Church Hill Road, Newtown CT 06470, United States DESCRIPTION: Fixed Life and Fixed Annuity Sales 6. SELECT TAX & ACCOUNTING TEAM DBA STAT POSITION: Secretary NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/24/2024 ADDRESS: 2354 State Route 17A, Goshen NY 10924, United States DESCRIPTION: Overview of the Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-26
• S63 Uniform Securities Agent State Law Examination
  1996-04-12

Other Names

• Sandeeep Mangubhai Patel
• Sandeep Mangubhai Patel