Bradley Bruce Patton

Employer firm

Fourthought Financial Partners, LLC. CRD 323060

$1.93B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.

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

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

Current Employers

Employment History

• 08/2007 → 09/2016
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 01/2013 → 09/2016
  Usaa Financial Planning Services
  Phoenix, AZ
• 09/2016 → 11/2016
  Unemployed
  Phoenix, AZ
• 11/2016 → 01/2018
  Usaa Financial Planning Services
  Tampa, FL
• 11/2016 → 03/2018
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 01/2018 → 03/2018
  Usaa Investment Management Company
  San Antonio, TX
• 03/2018 → 01/2020
  Wells Fargo Advisors Financial Network, Llc
  Venice, FL
• 01/2020 → Present
  Fourthought Financial Llc
  Venice, FL
• 11/2022 → Present
  Fourthought Financial Partners, Llc
  Venice, FL

Previous Registrations

• 2020-04-03 → 2022-12-09
  Fourthought Private Wealth
  Venice, FL
• 2018-03-20 → 2020-01-09
  Wells Fargo Advisors Financial Network, Llc
  Venice, FL
• 2018-01-08 → 2018-03-21
  Usaa Investment Services Company
  San Antonio, TX
• 2017-01-19 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
• 2013-02-05 → 2016-09-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2011-09-12 → 2013-02-06
  Usaa Investment Services Company
  Phoenix, AZ
• 2008-12-15 → 2011-09-12
  Usaa Financial Planning Services
  Phoenix, AZ
• 2007-10-23 → 2008-12-31
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-05
• S63 Uniform Securities Agent State Law Examination
  2004-03-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant