Brodie James Patten

Current Employers

Employment History

• 11/2014 → 11/2019
  Highmark
  Pittsburgh, PA
• 02/2020 → 01/2025
  Lincoln Financial Advisors
  Beaver, PA
• 03/2020 → 01/2025
  Lincoln Financial Advisors
  Beaver, PA
• 11/2019 → 02/2020
  Unemployed
  Aliquippa, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Beaver, PA

Previous Registrations

• 2020-09-04 → 2025-01-24
  Osaic Fa, Inc.
  Sewickley, PA
  Pittsburgh, PA
  Beaver, PA
  Beaver, PA

Other Businesses

1) BRODIE PATTEN - REAL ESTATE POSITION: Owner NATURE: Rental of residential property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 138 Moffett Run Rd, Aliquippa PA 15001, United States DESCRIPTION: Maintain property and manage tenant occupancy. 2) BRODIE PATTEN - INSURANCE POSITION: Agent NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2020 ADDRESS: 337 Third St., Suite B, Sewickley PA 15009, United States DESCRIPTION: Solicit and service fixed insurance to clients with need. 3) CENTRAL VALLEY GIRLS SOCCER BOOSTERS POSITION: Vice President NATURE: Nonprofit Organization - 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2026 ADDRESS: 160 Baker Road Extension, Monaca PA 15061, United States DESCRIPTION: This organization plans things for the Central Valley High School girls soccer team, such as uniforms, events, and concession stand activities. 4) FAMILYWEALTH MANAGEMENT GROUP POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 337 Third St., Suite B, Beaver PA 15009, United States DESCRIPTION: This is the DBA group name for which we conduct all Osaic-related business, including all investment management and financial planning activities.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-13