Kenneth Wayne Patton

Current Employers

Employment History

• 10/2003 → Present
  Kenneth W. Patton Cpa, Pa
  Orlando, FL
• 03/2010 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Orlando, FL

Previous Registrations

• 2010-04-15 → 2024-08-23
  Triad Advisors Llc
  Orlando, FL
  Atlanta, GA
• 2005-04-28 → 2010-03-26
  Gunnallen Financial, Inc
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2003-06-26 → 2005-05-03
  Equitable Advisors, Llc
  Orlando, FL
• 2001-10-02 → 2003-06-11
  Avantax Advisory Services
  Orlando, FL

Other Businesses

1-APEX WEALTH MANAGEMENT LLC; INVESTMENT RELATED;3300 S. Hiawassee Road,Suite 103,Orlando,FL 32835; DBA FOR FINANCIAL SERVICES PROVIDED VIA TRIAD ADVISORS; PARTNER/OWNER; AUGUST 2006; 160 HRS/MONTH; 8 HRS/DAY; COMPENSATION-FEES AND COMMISSIONS; ADVISE PERSONAL AND BUSINESS CLIENTS WITH RESPECT TO FINANCIAL PLANNING, INVESTMENTS, INSURANCE AND RELATED FINANCIAL TOPICS. 2- KEN PATTON; NON- INVESTMENT RELATED;3300 S. Hiawassee Road, Suite 103,Orlando,FL 32835; APPOINTMENT WITH MULTIPLE FIXED INSURANCE CARRIERS; INDIVIDUAL PRODUCER; MAY 2009; 3 HRS/MONTH; 8 HRS/DAY; COMPENSATION-COMMISSIONS FROM INSURANCE POLICIES; ADVISE CLIENTS WITH RESPECT TO LIFE AND HEALTH INSURANCE PRODUCTS. 3-KW PATTON CPA LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 04/11/2011 ADDRESS: 1281 Fox Court, Titusville FL 32780, United States DESCRIPTION: Compensation- Bill per tax return prepared. Also have one monthly bookkeeping client.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-06-14
• S65 Uniform Investment Adviser Law Examination
  2000-05-04

Designations

Other Names

• Ken Wayne Patton
• Kenneth Wayne Patton