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James Robert Patterson

Premier Financial Planning, Inc.

Valley Center, CA

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Current Employers
Premier Financial Planning, Inc.

Valley Center, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-18
  • CA RA
    APPROVED
    Since 2021-05-18

Branch Locations

Valley Center, CA • 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
Premier Financial Planning, Inc Valley Center CA 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-11
  • S65 Uniform Investment Adviser Law Examination
    2021-05-11

View on SEC IAPD

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