Best Investors Account Sign in
Inactive

Alisha Patel

Mariner

Morganville, NJ

Bethesda, MD

Claim This Profile
Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-13
MD RA APPROVED 2026-07-10
  • NJ RA
    APPROVED
    Since 2026-07-13
  • MD RA
    APPROVED
    Since 2026-07-10

Branch Locations

Morganville, NJ • United States

6701 Democracy Blvd Suite 300, Bethesda, MD 20817 • 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
Tritonpoint Capital, Llc Chevy Chase MD 04/2026 07/2026
University Of Maryland College Park MD 08/2018 05/2022
Marlboro High School Marlboro NJ 09/2014 06/2018
Tritonpoint Wealth, Llc Chevy Chase MD 05/2024 07/2026
Sage Group Atlanta GA 08/2022 04/2024
Unemployed N/A MD 05/2022 08/2022
Hollister Freehold NJ 06/2017 01/2019
Pimco Austin TX 06/2021 08/2021
University Of Maryland College Park MD 08/2021 05/2022
University Of Maryland College Park MD 08/2019 05/2022
Mariner Highlands Ranch KS 07/2026 Present
  • 04/2026 → 07/2026
    Tritonpoint Capital, Llc
    Chevy Chase, MD
  • 08/2018 → 05/2022
    University Of Maryland
    College Park, MD
  • 09/2014 → 06/2018
    Marlboro High School
    Marlboro, NJ
  • 05/2024 → 07/2026
    Tritonpoint Wealth, Llc
    Chevy Chase, MD
  • 08/2022 → 04/2024
    Sage Group
    Atlanta, GA
  • 05/2022 → 08/2022
    Unemployed
    N/A, MD
  • 06/2017 → 01/2019
    Hollister
    Freehold, NJ
  • 06/2021 → 08/2021
    Pimco
    Austin, TX
  • 08/2021 → 05/2022
    University Of Maryland
    College Park, MD
  • 08/2019 → 05/2022
    University Of Maryland
    College Park, MD
  • 07/2026 → Present
    Mariner
    Highlands Ranch , KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27

View on SEC IAPD

More in Morganville, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor