Best Investors Account Sign in

Eshani Sugnay Patel

Rockefeller Financial LLC

San Francisco, CA

San Francisco, CA

Claim This Profile
Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-16
CA RA APPROVED 2026-03-14
  • TX RA
    APPROVED
    Since 2026-03-16
  • CA RA
    APPROVED
    Since 2026-03-14

Branch Locations

Two Embarcadero Center Suite 2320, San Francisco, CA 94111 • United States

San Francisco, CA • 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
Rockefeller Financial Llc San Francisco CA 06/2023 Present
University Of California, Davis Davis CA 09/2018 07/2022
First Republic Bank San Francisco CA 07/2022 06/2023
Clovis North High School Fresno CA 08/2014 06/2018
  • 06/2023 → Present
    Rockefeller Financial Llc
    San Francisco, CA
  • 09/2018 → 07/2022
    University Of California, Davis
    Davis, CA
  • 07/2022 → 06/2023
    First Republic Bank
    San Francisco, CA
  • 08/2014 → 06/2018
    Clovis North High School
    Fresno, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13
Other Names
  • Eshani Patel

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor