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Ekta Patel

Morgan Stanley

Oak Brook, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-22
  • IL RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22

Branch Locations

2211 York Road Suite 100, 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
J.P. Morgan Securities Llc Chicago IL 07/2023 07/2024
Jpmorgan Chase Bank, N.A. Chicago IL 07/2023 07/2024
The Shaadi House Chicago IL 09/2022 Present
Shaadi Creations Glendale Heights IL 05/2022 10/2022
U.S. Bank Ankeny IA 06/2021 04/2022
The Gulabi Company Chicago IL 01/2021 05/2022
Veridian Credit Union Ankeny IA 04/2021 06/2021
Graduate Hotels Iowa City IA 01/2020 03/2020
University Of Iowa Hospitals & Clinics Iowa City IA 09/2018 01/2019
Duly Health And Care Lisle IL 02/2023 04/2023
Unemployed Ankeny IA 08/2016 08/2018
Unemployed Ankeny IA 02/2019 12/2019
Unemployed Ankeny IA 04/2020 12/2020
Morgan Stanley Oak Brook IL 09/2024 Present
  • 07/2023 → 07/2024
    J.P. Morgan Securities Llc
    Chicago, IL
  • 07/2023 → 07/2024
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 09/2022 → Present
    The Shaadi House
    Chicago, IL
  • 05/2022 → 10/2022
    Shaadi Creations
    Glendale Heights, IL
  • 06/2021 → 04/2022
    U.S. Bank
    Ankeny, IA
  • 01/2021 → 05/2022
    The Gulabi Company
    Chicago, IL
  • 04/2021 → 06/2021
    Veridian Credit Union
    Ankeny, IA
  • 01/2020 → 03/2020
    Graduate Hotels
    Iowa City, IA
  • 09/2018 → 01/2019
    University Of Iowa Hospitals & Clinics
    Iowa City, IA
  • 02/2023 → 04/2023
    Duly Health And Care
    Lisle, IL
  • 08/2016 → 08/2018
    Unemployed
    Ankeny, IA
  • 02/2019 → 12/2019
    Unemployed
    Ankeny, IA
  • 04/2020 → 12/2020
    Unemployed
    Ankeny, IA
  • 09/2024 → Present
    Morgan Stanley
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2023-10-12
Other Names
  • Ekta Patel
  • Ekta Anilkumar Patel

View on SEC IAPD

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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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