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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-17 |
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
2000 Avenue Of The Stars 12Th Floor South, Los Angeles, CA 90067 • United States
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
131 South Rodeo Dirve Suite 300, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Dallas | TX | 04/2016 | 05/2017 |
| Morgan Stanley | Houston | TX | 05/2017 | 07/2024 |
| Ubs Financial Services, Inc | Los Angeles | CA | 07/2024 | Present |
Patel Capital Management; Investment related; Plano, TX; Real estate/private investments; Owner; 07/2016; During business hours: 0; After business hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-03 |
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