Gerard Lee Patin

Current Employers

Employment History

• 08/2004 → 09/2022
  Metropolitan Life Insurance Company
  Lafayette, LA
• 08/2004 → 09/2022
  Metlife Securities Inc
  Lafayette, LA
• 03/2017 → 08/2022
  Mml Investors Services, Llc
  Lafayette, LA
• 09/2022 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 09/2022 → Present
  Patin Wealth Partners
  Lafayette, LA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-25 → 2022-08-31
  Mml Investors Services, Llc
  Lafayette, LA
• 2005-07-29 → 2017-03-25
  Msi Financial Services, Inc.
  Lafayette, LA
  Monroe, LA
  Lafayette, LA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 09/2022, APX NUMBER OF HOURS PER WEEK :5, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: YOUNGSVILLE, LAFAYETTE, & BREAUX BRIDGE, LA, NATURE OF BUSINESS: REAL ESTATE, START DATE: 03/2002 POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: 5 OWNED RENTAL PROPERTIES, COLLECT RENT; 4. NAME OF OTHER BUSINESS: PATIN WEALTH PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2022, POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-19

Designations

Other Names

• Gerard Patin
• Gerald "Porky" Patin