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Bart Alan Patterson

Zenith Advisory Group, LLC

The Villages, FL

CRD 5923711

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Employer firm

Zenith Advisory Group, LLC CRD 321689

$115M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Zenith Advisory Group, Llc

1068 Lake Sumter Landing, The Villages, FL 32162 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-26
OH RA APPROVED 2022-07-25
FL RA APPROVED 2022-07-13
  • LA RA
    APPROVED
    Since 2023-07-26
  • OH RA
    APPROVED
    Since 2022-07-25
  • FL RA
    APPROVED
    Since 2022-07-13

Branch Locations

1068 Lake Sumter Landing, The Villages, FL 32162 • 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
Parady Financial Group The Villages FL 11/2015 06/2018
Golden Reserve, Llc Dublin OH 09/2018 06/2022
Golden Reserve Llc Dublin OH 08/2018 06/2022
Zenith Advisory Group, Llc The Villages FL 06/2022 Present
  • 11/2015 → 06/2018
    Parady Financial Group
    The Villages, FL
  • 09/2018 → 06/2022
    Golden Reserve, Llc
    Dublin, OH
  • 08/2018 → 06/2022
    Golden Reserve Llc
    Dublin, OH
  • 06/2022 → Present
    Zenith Advisory Group, Llc
    The Villages, FL
Previous Registrations
Other Businesses

Bart Alan Patteson; licensed agent;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-02
  • S65 Uniform Investment Adviser Law Examination
    2010-12-02
Other Names
  • Bart Patterson
  • Bart A Patterson

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STRATEGIC ADVISERS LLC
MORGAN STANLEY

Nearby Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL

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