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John Brenner Pelon

Patrick Financial Group LLC.

Brighton, MI

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Current Employers
Patrick Financial Group Llc.

Millpond Parke Office Building 824 West Grand River Avenue, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-01-07
  • MI RA
    APPROVED
    Since 2022-01-07

Branch Locations

Millpond Parke Office Building 824 West Grand River Avenue, Brighton, MI 48116 • 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
Ats Capital Advisors Plymouth MI 10/2019 12/2021
Advance Capital Sevices Southfield MI 04/2014 09/2019
Patrick Financial Group, Llc Brighton MI 01/2022 Present
  • 10/2019 → 12/2021
    Ats Capital Advisors
    Plymouth, MI
  • 04/2014 → 09/2019
    Advance Capital Sevices
    Southfield, MI
  • 01/2022 → Present
    Brighton, MI
Previous Registrations
  • 2019-10-05 → 2026-03-16
    Ats Capital Advisors
    Plymouth, MI
  • 2014-06-12 → 2019-09-30
    Southfield, MI
  • 2013-03-28 → 2014-04-02
    World Asset Management, Inc.
    Detroit, MI
Other Businesses

ATS Capital Advisors, a registered investment adviser, since October 2019, President and CCO, investment related. 875 South Main Street, Plymouth, Michigan 48170. 4 hours a month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-11
S65 Uniform Investment Adviser Law Examination 2013-03-25
  • S63 Uniform Securities Agent State Law Examination
    2015-02-11
  • S65 Uniform Investment Adviser Law Examination
    2013-03-25

View on SEC IAPD

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