Robert John Patton

Current Employers

Employment History

• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2009 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2008-01-01 → 2009-05-22
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Redwood Shores, CA
• 2006-08-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Redwood Shores, CA
  San Diego, CA
  St. Louis, MO

Other Businesses

1.) AFFILIATED WITH SAGEVIEW ADVISORY GROUP RIA. 2.) FIXED INSURANCE - LIFE AND ANNUITIES. 3.) EASTER CROSS ASSOCIATION, NOT INVESTMENT RELATED, 600 ALLERTON ST, STE 200, REDWOOD CITY, CA, 94063, NON-PROFIT, STARTED 6/2015, BOARD MEMBER, APX 2 HOURS PER WEEK, VARIES DURING TRADING HOURS, SECRETARY. 4.) NAME OF OTHER BUSINESS: PATTON FAMILY RANCH; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC FOR LAND PROTECTION; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC FOR PROTECTION OF OPEN LAND; 5.) NAME OF OTHER BUSINESS: RJ FAMILY PROPERTY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC FOR RENTAL PROPERTY; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC FOR RENTAL PROPERTY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-05

Other Names

• Robert John Patton