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Rushi Urvish Patel
CRD#: 7737766
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 5100 Belt Line Rd.
Suite 852
Dallas, TX 75254
Registration History
Oct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Alabama 9/23/2024

B
Montana 9/23/2024

B
Alaska 9/23/2024

B
Nebraska 9/23/2024

B
Arizona 9/23/2024

B
Nevada 9/23/2024

B
Arkansas 9/23/2024

B
New Hampshire 9/23/2024

B
California 9/23/2024

B
New Jersey 9/23/2024

B
Colorado 9/23/2024

B
New Mexico 9/23/2024

B
Connecticut 9/23/2024

B
New York 9/23/2024

B
Delaware 9/23/2024

B
North Carolina 9/23/2024

B
District of Columbia 9/23/2024

B
North Dakota 9/23/2024

B
Florida 9/23/2024

B
Ohio 9/23/2024

B
Georgia 9/23/2024

B
Oklahoma 9/23/2024

B
Hawaii 9/23/2024

B
Oregon 9/23/2024

B
Idaho 9/23/2024

B
Pennsylvania 9/23/2024

B
Illinois 9/23/2024

B
Rhode Island 9/23/2024

B
Indiana 9/23/2024

B
South Carolina 9/23/2024

B
Iowa 9/23/2024

B
South Dakota 9/23/2024

B
Kansas 9/23/2024

B
Tennessee 9/23/2024

B
Kentucky 9/23/2024

B
Texas 9/20/2024

B
Louisiana 9/23/2024

IA
Texas 9/23/2024

B
Maine 9/23/2024

B
Utah 9/23/2024

B
Maryland 9/23/2024

B
Vermont 9/23/2024

B
Massachusetts 9/23/2024

B
Virginia 9/23/2024

B
Michigan 9/23/2024

B
Washington 9/23/2024

B
Minnesota 9/23/2024

B
West Virginia 9/23/2024

B
Mississippi 9/23/2024

B
Wisconsin 9/23/2024

B
Missouri 9/23/2024

B
Wyoming 9/23/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
5100 Belt Line Rd. Suite 852, Dallas, TX 75254
Registered with this firm since 9/23/2024

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
5100 Belt Line Rd. Suite 852, Dallas, TX 75254
Registered with this firm since 8/26/2024

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.