Krinesh Patel

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-02-08
VA	RA	APPROVED	2026-02-04
FL	RA	APPROVED	2026-01-16
NJ	RA	APPROVED	2026-01-16
OH	RA	APPROVED	2026-01-16
CT	RA	APPROVED	2026-01-15
DE	RA	APPROVED	2026-01-15
ME	RA	APPROVED	2026-01-15
MD	RA	APPROVED	2026-01-15
NH	RA	APPROVED	2026-01-15
NY	RA	APPROVED	2026-01-15
NC	RA	APPROVED	2026-01-15
PA	RA	APPROVED	2026-01-15
RI	RA	APPROVED	2026-01-15
VT	RA	APPROVED	2026-01-15
SC	RA	APPROVED	2025-11-13

Branch Locations

1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Malvern	PA	11/2021	03/2022
Nodal Exchange Llc	Vienna	VA	04/2021	10/2021
American Woodmark	Winchester	VA	01/2021	04/2021
Virginia Tech Transportation Institute	Blacksburg	VA	05/2019	01/2021
Food Lion	Christiansburg	VA	04/2018	09/2020
Pizza Hut / Npc International, Inc - Historical Only	Virginia Beach	VA	01/2017	04/2017
Veco	Vienna	VA	04/2021	10/2021
Aanya Inc	Virginia Beach	VA	04/2018	04/2018
Ttec	Englewood	CO	05/2020	06/2020
Employee Of Independent 7-Eleven Franchise	Virginia Beach	VA	04/2018	04/2018
Best Buy	Christiansburg	VA	12/2018	05/2019
Margaret Taylor	Virginia Beach	VA	01/2018	02/2018
Supervalu - Historical Data Only	Virginia Beach	VA	02/2017	10/2017
Jpmorgan Securities Llc	New York	NY	04/2022	06/2025
Jpmorgan Chase Bank Na	New York	NY	04/2022	06/2025
Unemployed	Virginia Beach	VA	06/2016	12/2016
Unemployed	Virginia Beach	VA	11/2017	12/2017
Unemployed	Virginia Beach	VA	03/2018	04/2018
Unemployed	Anand		01/2012	05/2016
Shivay Foodmart Llc	Edison	NJ	03/2025	11/2025
Td Bank N.A.	Greenville	SC	11/2025	Present
Td Private Client Wealth Llc	Greenville	SC	11/2025	Present

11/2021 → 03/2022

The Vanguard Group, Inc.

Malvern, PA
04/2021 → 10/2021

Nodal Exchange Llc

Vienna, VA
01/2021 → 04/2021

American Woodmark

Winchester, VA
05/2019 → 01/2021

Virginia Tech Transportation Institute

Blacksburg, VA
04/2018 → 09/2020

Food Lion

Christiansburg, VA
01/2017 → 04/2017

Pizza Hut / Npc International, Inc - Historical Only

Virginia Beach, VA
04/2021 → 10/2021

Veco

Vienna, VA
04/2018 → 04/2018

Aanya Inc

Virginia Beach, VA
05/2020 → 06/2020

Ttec

Englewood, CO
04/2018 → 04/2018

Employee Of Independent 7-Eleven Franchise

Virginia Beach, VA
12/2018 → 05/2019

Best Buy

Christiansburg, VA
01/2018 → 02/2018

Margaret Taylor

Virginia Beach, VA
02/2017 → 10/2017

Supervalu - Historical Data Only

Virginia Beach, VA
04/2022 → 06/2025

Jpmorgan Securities Llc

New York, NY
04/2022 → 06/2025

Jpmorgan Chase Bank Na

New York, NY
06/2016 → 12/2016

Unemployed

Virginia Beach, VA
11/2017 → 12/2017

Unemployed

Virginia Beach, VA
03/2018 → 04/2018

Unemployed

Virginia Beach, VA
01/2012 → 05/2016

Unemployed

Anand
03/2025 → 11/2025

Shivay Foodmart Llc

Edison, NJ
11/2025 → Present

Td Bank N.A.

Greenville, SC
11/2025 → Present

Td Private Client Wealth Llc

Greenville, SC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-26
S63	Uniform Securities Agent State Law Examination	2022-01-14

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