Kunal Bharatkumar Patel

Current Employers

Employment History

• 05/2020 → 08/2021
  First Bank
  Wilmington, NC
• 01/2019 → 01/2021
  Nexthome Capefear
  Wilmington, NC
• 08/2020 → 12/2024
  University Of North Carolina In Wilmington
  Wilmington, NC
• 09/2021 → 09/2022
  Fidelity Investments
  Durham, NC
• 05/2018 → 08/2018
  Camp Timberline
  Estes Park, CO
• 03/2016 → 05/2018
  Td Bank
  Wilmington, NC
• 08/2015 → 12/2020
  Cape Fear Community College
  Wilmington, NC
• 09/2022 → 12/2023
  United Planners Financial Services
  Scottsdale, AZ
• 09/2021 → 07/2024
  Epco 3 Way
  Fayetteville, NC
• 09/2022 → 12/2023
  Ejs Wealth
  Colorado Springs, CO
• 11/2022 → 11/2023
  Doordash
  San Francisco, CA
• 12/2023 → 08/2024
  Lpl Financial Llc
  Greenwood Village, CO
• 12/2023 → Present
  Merit Financial Advisors
  Greenwood Village, CO
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2022-09-13 → 2023-12-21
  United Planners' Financial Services Of America A Limited Partner
  Colorado Springs, CO
  Scottsdale, AZ
• 2022-07-07 → 2022-08-19
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/Service Advisor. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Real Estate Rental. Investment Related. 1 Main Street, Wilmington, NC 28401. Real Estate Rental. Owner. Start Date: 05/01/2022. 4 hrs/ month; all during trading hours. Real Estate Rental

Exams

• S66 Uniform Combined State Law Examination
  2022-05-02

Other Names

• Kunal Bharatkumar Patel
• Kunal Patel