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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2022 |
| Penn Manor High School | Lancaster | PA | 08/2014 | 05/2018 |
| Patterson Financial Services | Lancaster | PA | 05/2022 | Present |
| Royal Alliance Associates, Inc. | Lancaster | PA | 04/2023 | Present |
1. PATTERSON FINANCIAL SERVICES POSITION: Financial Professional NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/19/2024 ADDRESS: 22 Millersville Rd, Lancaster PA 17603, United States DESCRIPTION: Assist with business processing, Assist clients with online access to accounts, lead client sales meetings for the marketing of Securities and Insurance products. 2. PATTERSON FINANCIAL SERVICES - FIXED INSURANCE POSITION: Financial Professional NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/19/2024 ADDRESS: 22 Millersville Rd, Lancaster PA 17603, United States DESCRIPTION: Assist the agent and complete on my own, sales and marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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