Patricia Michelleheaton Parker

Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Protected Promises, Inc.
  Zionsville, IN
• 07/2015 → Present
  Patricia Heaton Parker, Cfp
  Zionsville, IN
• 10/2015 → Present
  Discovery Wealth Management
  Zionsville, IN
• 11/2024 → 03/2025
  Xypn Invest
  Bozeman, MT
• 07/2025 → Present
  Accurate Wealth Managment
  Wesley Chapel, FL

Previous Registrations

• 2018-01-10 → 2026-07-03
  Patricia Heaton Parker, Cfp
  Zionsville, IN
• 2024-11-27 → 2025-03-06
  Xypn Sapphire
  Zionsville, IN
  Bozeman, MT
• 2017-01-27 → 2017-12-31
  Patricia Heaton Parker, Cfp
  Santa Ana, CA
  Orange, CA
  Zionsville, IN
• 2015-09-22 → 2016-12-31
  Patricia Heaton Parker, Cfp
  Zionsville, IN
• 2011-11-10 → 2012-09-05
  Madison Avenue Securities, Llc
  San Diego, CA
  Aliso Viejo, CA
  Torrance, CA
• 2004-12-15 → 2011-05-09
  Transamerica Financial Advisors, Llc
  Terre Haute , IN
  Dana Point, CA
  Carmel, IN
• 2004-02-06 → 2004-12-31
  Usallianz Securities, Inc.
  Terre Haute, IN

Other Businesses

1. Discovery Wealth Management / Investment related/ DBA for RIA clients / 75 N Main Street Zionsville IN and Michelson Drive, Irvine, CA 92612 / Owner / Financial Planner Investment Manager / 40 hours per month during trading hours. 2. Patricia Heaton Parker CFP - Registered Investment Advisors / Investment Related / Start date October 1, 2015 / Owner, Advisor / 40 hours per week during trading hours - concurrent with Discovery / 75 N Main Street Zionsville IN and Michelson Drive, Irvine, CA 92612. 3.Divorce Survival Workshops / Not investment related / Second Saturday Group / Gathered a group of advisors that help women in some stage of develop. / Meet monthly, not during trading hours / Pro bono work / This is a community service event. No charge to attendees. If there is a charge, proceeds are donated to a community organization. 4.Protected Promises / Not investment related / Educational effort to help people create a meaningful Advance Health Care Directive / Use background as a former Registered nurse to help individual and families creating their ADHC / Hours minimal and may be during trading hours. 5.Integrity Tax Planners / Not investment related / Help clients be tax efficient - not tax / Can send taxes to CPAs and EAs as a part of this group. 6."My friends in Philanthropy" / Not investment related / Podcast to share information of other non-profits / The goal is to educate the public in the various Charities for their personal or family needs / No soliciation / Educational only.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-30
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Designations

• Certified Financial Planner

Other Names

• Patricia Welch
• Patricia Menestrina
• Patricia Michelle Heaton
• Patti Parker
• Patricia Michelle Heaton Parker