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Roshan Trooshall Patel

Equitable Advisors, LLC

Oak Brook, IL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-22
  • IL RA
    APPROVED
    Since 2025-05-22

Branch Locations

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • 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
Dream Occasions Hanover Park IL 07/2016 07/2024
Hatch Staffing Milwaukee WI 05/2022 05/2022
Primerica Bloomingdale IL 05/2024 07/2024
Marquette University Milwaukee WI 08/2020 05/2024
Lake Park High School Roselle IL 08/2016 07/2020
Unemployed Bloomingdale IL 08/2024 05/2025
Equitable Advisors, Llc New York NY 05/2025 Present
  • 07/2016 → 07/2024
    Dream Occasions
    Hanover Park, IL
  • 05/2022 → 05/2022
    Hatch Staffing
    Milwaukee, WI
  • 05/2024 → 07/2024
    Primerica
    Bloomingdale, IL
  • 08/2020 → 05/2024
    Marquette University
    Milwaukee, WI
  • 08/2016 → 07/2020
    Lake Park High School
    Roselle, IL
  • 08/2024 → 05/2025
    Unemployed
    Bloomingdale, IL
  • 05/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2025-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2025-01-17
Other Names
  • Roshan Patel

View on SEC IAPD

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DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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