Patty Sui Bartholomew

Current Employers

Employment History

• 09/1999 → 07/2021
  Mountain West String Academy
  Mendon, UT
• 09/2015 → Present
  Cache Valley New Horizons Orchestra
  Logan, UT
• 03/2019 → 12/2023
  Parsonex Securities, Inc.
  Englewood, CO
• 01/2022 → 12/2023
  Parsonex Advisory Services, Inc.
  Englewood, CO
• 01/2024 → Present
  Harold Dance Investments
  Logan, UT

Previous Registrations

• 2022-05-16 → 2024-01-02
  Parsonex Advisory Services, Inc.
  Englewood, CO
  Providence, UT

Other Businesses

Name of Other Business: Mountain West String Academy (MWSA). Not investment-related. P.O. Box 203, Mendon UT 84325. MWSA is a Non-Profit that teaches elementary school orchestra for Cache County and Logan City School District. Position: MWSA Board Member. Start date: July 2021. Number of hours: 2 hours per month. Number of hours during trading hours: 1 per month. Duties: Fundraising- and coordinating fundraising event for MWSA. Name of Other Business: Cache Youth Orchestras. Not investment-related. P.O. Box 311, Providence UT 84332. Youth community orchestra. Position: Executive Director & Board President. Start Date of Relationship: August 2022. Number of Hours: 20 per month. Number of hours during trading hours: 8 per month. Duties: Coordinate instruction, collaborate with teachers and students, prepare music and concert repertoire, scheduling. Name of Other Business: Business Network International (BNI). Not investment-related. Address: 3574 S 500 W, SLC UT 84115. BNI is a business network organization. Position/title: Director Consultant. Start date: August 2021. Hours per month: 2. Hours per month during trading hours: 1.5. Assist and supervise one other BNI chapter in Cache Valley.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-14
• S63 Uniform Securities Agent State Law Examination
  2019-03-01