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Beverly Jean Patton

Syrios Wealth Management Group

La Jolla, CA

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Current Employers
Syrios Wealth Management Group

Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-21
  • CA RA
    APPROVED
    Since 2024-10-21

Branch Locations

Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc La Jolla CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc La Jolla CA 11/2016 10/2024
Syrios Wealth Management Group La Jolla CA 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-14
  • S66 Uniform Combined State Law Examination
    2007-04-14
Other Names
  • Beverly Jean Blase
  • Beverly Jean Freeman
  • Bev Patton
  • Bev Patton

View on SEC IAPD

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