Kiran N. Patel
Professional summary
Kiran Naginbhai Patel, who also goes by Kiran N Patel, Kiran N. Patel, Kiran Kumar Naginbhai Patel, Kirk Patel, is a registered financial advisor currently at WESTPARK WEALTH ADVISORS, INC. located in Dallas, Texas.
Kiran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kiran has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kiran Naginbhai Patel's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2016 - Present
WESTPARK WEALTH ADVISORS, INC.
Office #1: 9401 Lyndon B Johnson Frwy Suite 403, Dallas, TX 75243January 4, 2016 - November 9, 2017
IMS SECURITIES, INC.
February 10, 2014 - December 31, 2015
CETERA ADVISORS LLC
February 10, 2014 - December 31, 2015
CETERA ADVISORS LLC
October 1, 2012 - February 10, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - February 10, 2014
J.P. MORGAN SECURITIES LLC
June 27, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
February 6, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914 / SEC#: 801-63009
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2018)
(1/4/2016)
Exams
Current Firm
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914 / SEC#: 801-63009
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 229,314,510 |
Red Flags
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Company Information
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914Dallas, TX 75243TRUST BUT VERIFY
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