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

MRM FINANCIAL ADVISORS, 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

Dec 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 21, 2022

First registration

Jan 19, 2023

Dual registered

no

Other names

Neal Patel|NEAL BHARAT PATEL

IAPD individual key

5359340

• Occurred

  Aug 12, 2025
  Advisor changed firm

  Neal Bharat Patel left Mml Investors Services, Llc for Mrm Financial Advisors, Llc (registered 2025-08-13)

  Form ADVobserved 5 days ago
• Occurred

  Mar 15, 2023
  Advisor changed firm

  Neal Bharat Patel left Park Avenue Securities Llc for Mml Investors Services, Llc (registered 2023-03-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0e555b0-b8bf-9132-bd43-cb808983a10d

First observed

Jan 19, 2023

Last observed

Sep 14, 2026 6 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.