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SONALI MAHENDRA PATEL
SONALI M PATEL, SONALI PATEL
CRD#: 6541619
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Investment Adviser
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Previous Broker
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSCRD#: 298422 745 E Mulberry St., Ste 400
San Antonio, TX 78121
Registration History
201520162017201820192020202120222023202420252026IATEXAS CAPITAL BANK PRIVATE WEA... (CRD# 298422)2022 - Present (2 years)BSHARESPOST FINANCIAL CORPORATION (CRD# 134596)2018 - 2020 (1 year)BGOLDMAN, SACHS & CO. (CRD# 361)2015 - 2015 (<1 year)IAMARTIN CAPITAL ADVISORS, LLP (CRD# 108529)2022 - 2022 (<1 year)
License(s)

State Registrations

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Texas 12/8/2022

Current Registration(s)
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TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS (CRD#:298422)
745 E Mulberry St., Ste 400, San Antonio, TX 78121
Registered with this firm since 12/8/2022

Previous Registration(s)
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06/30/2022 - 12/08/2022 MARTIN CAPITAL ADVISORS, LLP (CRD#:108529) San Antonio, TX
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09/19/2018 - 01/15/2020 SHARESPOST FINANCIAL CORPORATION (CRD#:134596) New York, NY
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10/05/2015 - 11/05/2015 GOLDMAN, SACHS & CO. (CRD#:361) NEW YORK, NY
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Broker
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Investment Adviser
Disclosures
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