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

CAPITAL CLIENT GROUP, INC.

Current firm class

no raum reportedderived

Book size

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

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 7, 2024

First registration

Oct 8, 2024

Dual registered

yes, broker-dealer

Other names

Nikhil V Patel|Nikhil Vipul Patel|Nikhil Patel

IAPD individual key

7713121

• Occurred

  Jul 22, 2026
  Advisor changed firm

  Nikhil Patel left J.P. Morgan Securities Llc for Capital Client Group, Inc. (registered 2026-08-25)

  Form ADVobserved 6 days ago
• Occurred

  Apr 3, 2025
  Advisor changed firm

  Nikhil Patel left Morgan Stanley for J.P. Morgan Securities Llc (registered 2026-02-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f1d09f22-23cf-8f34-375b-2c3c432afc4c

First observed

Oct 8, 2024

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.