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Reeya Hiren Patel

Agw Capital Advisors

Tampa, FL

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Current Employers
Agw Capital Advisors

511 W. Bay Street Suite 310, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-27

Branch Locations

511 W. Bay Street Suite 310, Tampa, FL 33606 • 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
Charles Schwab & Co., Inc. Westlake TX 06/2024 07/2024
Koss Olinger Gainesville FL 05/2022 12/2022
Gator Junior Golf Association Gainesville FL 08/2021 12/2023
Full-Time Education Gainesville FL 06/2014 05/2025
Agw Capital Advisors Tampa FL 06/2025 Present
  • 06/2024 → 07/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2022 → 12/2022
    Koss Olinger
    Gainesville, FL
  • 08/2021 → 12/2023
    Gator Junior Golf Association
    Gainesville, FL
  • 06/2014 → 05/2025
    Full-Time Education
    Gainesville, FL
  • 06/2025 → Present
    Agw Capital Advisors
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-12
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12
Other Names
  • Reeya Patel

View on SEC IAPD

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