Theresa Marie Patron

Current Employers

Employment History

• 05/2008 → Present
  Raymond James Financial Services
  Fort Wayne, IN
• 01/2011 → Present
  Raymond James Financial Services Advisors
  Fort Wayne, IN
• 09/2013 → 05/2017
  Sage Private Wealth Group, Llc
  Park Ridge, IL
• 11/2017 → 12/2024
  N/A
  Fort Wayne, IN
• 06/2025 → Present
  Cruise Planners
  Fort Wayne, IN

Previous Registrations

• 2014-11-18 → 2017-05-17
  Sage Private Wealth Group, Llc
  Park Ridge, IL
• 2011-02-28 → 2014-12-31
  Lasting Legacy, Ltd.
  Park Ridge, IL

Other Businesses

(1) Name of Business: self published author Address: N/A, N/A, IN, N/A, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 02/14/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have written and have self published five books which are available for order online at Barnes & Noble, Amazon, Target/Walmart online, or Balboa Press/Halo Publishing Intl. (2) Name of Business: Simcox Financial Services, Inc Address: 10249 Auburn Rd, Fort Wayne, IN, 46825, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations Manager and FA support

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-14
• S63 Uniform Securities Agent State Law Examination
  2008-07-18

Other Names

• Theresa M. Patron
• Theresa Marie James
• Theresa Marie Tilk
• Theresa Marie Ritzert