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

ARBOR TRUST WEALTH ADVISORS, LLC

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

Dec 11, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 17, 1998

First registration

Dec 11, 1998

Dual registered

no

Other names

SONIA MAHENDRA PATEL|SONIA MAHENDRA PATEL

IAPD individual key

3157909

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c74115a6-98fa-5943-98ba-b64ee84aab2f

First observed

Dec 11, 1998

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.