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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-04 |
| TX | RA | APPROVED | 2018-05-04 |
Branch Locations
1745 Indian Wood Circle Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Toledo | OH | 11/2007 | 05/2018 |
| Raymond James Financial Services, Inc. | Maumee | FL | 05/2018 | Present |
| Raymond James Financial Services Advisors Inc.. | Maumee | OH | 05/2018 | Present |
(1)Name of Business: Patton Wealth Management LLC Address: 1745 Indian Wood Cir Ste 100, Maumee, OH, 43537, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/20/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: We have branded Patton Wealth Management but use RJFS solely for our business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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