DFX Intelligence

Data Factory

RIA / WealthAdvisor20 years in industry

KIRAN NAGINBHAI PATEL

Advisor at WESTPARK WEALTH ADVISORS, INC.

ARLINGTON, TX | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e34efb8-f155-8b9a-db6c-bbb3e61cf5ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTPARK WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 17, 2006
First registration: Jun 27, 2011
Dual registered: no
Other names: KIRAN KUMAR NAGINBHAI PATEL|KIRK PATEL|KIRAN N. PATEL|KIRAN N PATEL
IAPD individual key: 5082583

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTPARK WEALTH ADVISORS, INC.	Independent wealth	Jan 4, 2016	n/a	yes	HOUSTON, TX\|ARLINGTON, TX	Current employment
CETERA ADVISORS LLC	Former SEC adviser	Feb 10, 2014	Dec 31, 2015	no	OAK BROOK, IL\|DALLAS, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Feb 10, 2014	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 27, 2011	Oct 1, 2012	no	DALLAS, TX\|DALLAS, TX\|RICHARDSON, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA ADVISORS LLC	WESTPARK WEALTH ADVISORS, INC.	Dec 31, 2015	Jan 4, 2016	4	Firm change	Other
J.P. MORGAN SECURITIES LLC	CETERA ADVISORS LLC	Feb 10, 2014	Feb 10, 2014	0	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WESTPARK WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jan 4, 2016 to presentfactForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 10, 2014 to Dec 31, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Feb 10, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 27, 2011 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.