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Patrick Alan Lafley

Constellation Wealth Advisors

Cincinnati, OH

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Current Employers
Constellation Wealth Advisors

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-04-27
  • OH RA
    APPROVED
    Since 2011-04-27

Branch Locations

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • 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
Quadrant Partners Cincinnati OH 05/2008 Present
Constellation Wealth Advisors, Llc Cincinnati OH 09/2017 Present
  • 05/2008 → Present
    Quadrant Partners
    Cincinnati, OH
  • 09/2017 → Present
    Constellation Wealth Advisors, Llc
    Cincinnati, OH
Previous Registrations
  • 2017-09-29 → 2020-05-28
    Constellation Wealth Advisors, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-26
  • S65 Uniform Investment Adviser Law Examination
    2011-04-26

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
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BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
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