DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Careena Patel
Feed of 09/15/2026
Also filed as Twinkle Patel
At current firm
0 y
since Mar 10, 2026
In the industry
16 y
since Nov 3, 2009 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Benefit Advisors, LLC independent RIA currentsince Mar 10, 2026 · Houston, Tx
- Wealth Benefit Advisors, LLC independent RIASep 20, 2024 to Mar 9, 2026 · Lantana, Tx
- Kingswood Wealth Advisors, LLC BD affiliatedOct 4, 2023 to Sep 4, 2024 · Lantana, Tx
- Momentum Independent Network Inc. BD affiliatedMay 17, 2023 to Sep 20, 2023 · Dallas, Tx
- Pnc Wealth Management BD affiliatedAug 18, 2021 to May 18, 2023 · Carrollton, Tx
- Pnc Managed Account Solutions, Inc. formerFeb 24, 2016 to Aug 17, 2021 · Dallas, Tx
- Strategic Advisers LLC national BDJun 3, 2015 to Jan 7, 2016 · West Hartford, Ct
- LPL Financial LLC BD affiliatedMay 31, 2011 to Nov 28, 2014 · Hartford, Ct
- Edward Jones national BDNov 4, 2009 to Apr 7, 2010 · Torrington, Ct
Moves
a registration end followed by a registration begin elsewhere
- Kingswood Wealth Advisors, LLC to Wealth Benefit Advisors, LLCleft Sep 4, 2024, registered Sep 20, 2024 (16 days) · Affiliated broker-dealer or bank to independent RIA
- Momentum Independent Network Inc. to Kingswood Wealth Advisors, LLCleft Sep 20, 2023, registered Oct 4, 2023 (14 days) · Affiliated broker-dealer or bank to another
- Pnc Wealth Management to Momentum Independent Network Inc.left May 18, 2023, registered May 17, 2023 (-1 days) · Affiliated broker-dealer or bank to another
- Pnc Managed Account Solutions, Inc. to Pnc Wealth Managementleft Aug 17, 2021, registered Aug 18, 2021 (1 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Pnc Managed Account Solutions, Inc.left Jan 7, 2016, registered Feb 24, 2016 (48 days) · Other
- LPL Financial LLC to Strategic Advisers LLCleft Nov 28, 2014, registered Jun 3, 2015 (187 days) · Other
- Edward Jones to LPL Financial LLCleft Apr 7, 2010, registered May 31, 2011 (419 days) · Other
Signals
- Careena Patel left Kingswood Wealth Advisors, Llc for Wealth Benefit Advisors, Llc (registered 2024-09-20)Sep 4, 2024 · Advisor changed firm · fact
- Careena Patel left Momentum Independent Network Inc. for Kingswood Wealth Advisors, Llc (registered 2023-10-04)Sep 20, 2023 · Advisor changed firm · fact
- Careena Patel left Pnc Wealth Management for Momentum Independent Network Inc. (registered 2023-05-17)May 18, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address