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Inactive

Bart Alan Patterson

Zenith Advisory Group, LLC

The Villages, FL

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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

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

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