Shivani Patel has been an investment adviser representative at DeDora Capital since August 2026, and is not listed among the firm’s executive officers or direct owners.
Dedora Capital, Inc. is a Napa, CA firm with $551M under management, 467 clients and 4 advisers in one office, as of its March 2026 filing.
- Dedora Capital, Inc.Current– present · under a yearNapa, CA · Adviser representative · Firm CRD 177523
Investment adviser representative registrations
Shivani Patel is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 17 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shivani Amit Patel
- CRD
- 8329603
- Firm
- DeDora Capital · CRD 177523
- Office
- 1600 MAIN STREET, Napa, CA 94559
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Shivani Patel work?
Shivani Patel is an investment adviser representative registered through Dedora Capital, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Shivani Patel a financial advisor?
Yes. Shivani Patel has a current investment-adviser registration in California, through DeDora Capital since August 2026.
How many years of experience does Shivani Patel have?
Shivani Patel has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Shivani Patel passed?
Shivani Patel passed the Series 65 in August 2026.
Where is Shivani Patel based?
Shivani Patel’s registered office is in Napa, CA.
Is Shivani Patel registered with FINRA?
No. Shivani Patel has no current broker registration.
How can I verify Shivani Patel’s record?
Search CRD 8329603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shivani Patel’s full registration record.
