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Brett Nathaniel Weeden

Ptma Investment Advisors

Naperville, IL

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Current Employers
Ptma Investment Advisors

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-07-02
  • WI RA
    APPROVED
    Since 2024-07-02

Branch Locations

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • 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
Pma Securities, Llc Milwaukee WI 01/2005 Present
Pma Financial Network, Llc Naperville IL 01/2005 Present
Pma Asset Management, Llc Naperville IL 07/2024 Present
  • 01/2005 → Present
    Pma Securities, Llc
    Milwaukee, WI
  • 01/2005 → Present
    Pma Financial Network, Llc
    Naperville, IL
  • 07/2024 → Present
    Pma Asset Management, Llc
    Naperville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
S63 Uniform Securities Agent State Law Examination 2005-04-25
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    2005-04-25

View on SEC IAPD

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