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NP

Neal P. Patel

TENOAKS ENERGY ADVISORS
ADDISON, TX 75001
CRD#: 6963751
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NP
Neal Prakash PatelTENOAKS ENERGY ADVISORS

Professional summary

Neal Prakash Patel is a registered financial professional currently at TENOAKS ENERGY ADVISORS, LLC located in Addison, Texas and CABRERA CAPITAL MARKETS, LLC located in San Antonio, Texas.

Neal is registered as a RR (Registered Representative) and started their career in finance in 2019. Neal has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Neal Prakash Patel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 29, 2026 - Present

TENOAKS ENERGY ADVISORS, LLC

Office #1: Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
BD
CRD#: 173696
ADDISON, TX
Current

June 3, 2026 - Present

CABRERA CAPITAL MARKETS, LLC

Office #1: 1846 N. Loop 1604 West Suite 205, San Antonio, TX 78248
BD
CRD#: 10081
San Antonio, TX
Past

May 5, 2025 - June 2, 2026

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
Dallas, TX
Past

January 19, 2021 - November 27, 2024

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
HOUSTON, TX
Past

August 23, 2019 - March 17, 2020

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(4/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/23/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CABRERA CAPITAL MARKETS, LLC
CABRERA CAPITAL MARKETS, INC. | FIRST SECURITIES CORPORATION | CABRERA CAPITAL MARKETS, LLC

CRD#: 10081 / SEC#: , 8-26406

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606
Mailing Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606
Phone number
(312) 236-8888
Established
Delaware since 04/10/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CABRERA CAPITAL, LLCOWNER
RCF-CABRERA HOLDINGS, INC.OWNER
AGUILAR, ROBERT LUISPRESIDENT4860643
CABRERA, MARTIN [NMN] JRCEO2504167
WORF, JEFF ALLENCHIEF COMPLIANCE OFFICER1416591

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

CABRERA CAPITAL MARKETS, LLC

CRD#: 10081Addison, TX 75001

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