This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

AGENTECH EQUITIES, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Mar 2, 2021

First registration

Dec 17, 2021

Dual registered

no

Other names

YASH PATIL|Yash S Patil

IAPD individual key

7280323

• Occurred

  Dec 10, 2024
  Advisor changed firm

  Yash Sunil Patil left Rbc Rochdale, Llc for Agentech Equities, Llc (registered 2025-11-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5735fee5-eea4-5379-26eb-def509e20c41

First observed

Dec 17, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.