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Vansh Nilesh Patel

Solist Financial

Tampa, FL

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Current Employers
Solist Financial

442 W Kennedy Blvd Suite 290, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
  • FL RA
    APPROVED
    Since 2026-04-07

Branch Locations

442 W Kennedy Blvd Suite 290, 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
Solist Financial Tampa FL 05/2025 Present
Abc Liquors Tampa FL 01/2025 03/2025
Maverick Fulfillment Cherry Hill NJ 05/2024 10/2024
Florida Financial Advsiors Tampa FL 01/2024 04/2024
The Spirit Shop Cherry Hill NJ 05/2023 08/2024
The University Of Tampa Tampa FL 09/2021 05/2025
Toms River High School North Toms River NJ 09/2017 06/2021
Toms River Intermediate North Toms River NJ 09/2014 06/2017
  • 05/2025 → Present
    Solist Financial
    Tampa, FL
  • 01/2025 → 03/2025
    Abc Liquors
    Tampa, FL
  • 05/2024 → 10/2024
    Maverick Fulfillment
    Cherry Hill, NJ
  • 01/2024 → 04/2024
    Florida Financial Advsiors
    Tampa, FL
  • 05/2023 → 08/2024
    The Spirit Shop
    Cherry Hill, NJ
  • 09/2021 → 05/2025
    The University Of Tampa
    Tampa, FL
  • 09/2017 → 06/2021
    Toms River High School North
    Toms River, NJ
  • 09/2014 → 06/2017
    Toms River Intermediate North
    Toms River, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-23
  • S65 Uniform Investment Adviser Law Examination
    2026-02-23

View on SEC IAPD

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