Patricia Marie Walton

Employer firm

King Wealth Management Group, LLC CRD 159550

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 07/2021
  Daniels Financial Partners, Inc.
  Albany, NY
• 03/2014 → 06/2021
  Lpl
  West Albany, NY
• 07/2021 → 04/2023
  Fagan Associates Inc
  Troy, NY
• 03/2023 → 10/2023
  Lpl Financial Llc
  Albany, NY
• 10/2023 → Present
  King Wealth Management Group, Llc
  Saratoga Springs, NY
• 04/2023 → 09/2023
  Broadview Wealth Mgmt
  Albany, NY
• 09/2021 → 10/2022
  Fagan Associates Inc
  Troy, NY

Previous Registrations

• 2023-03-31 → 2023-10-02
  Lpl Financial Llc
  Albany, NY
• 2021-09-30 → 2022-10-10
  Fagan Associates Inc
  Troy, NY

Other Businesses

1) Notary - Saratoga Springs, NY; not investment-related; start date 3/28/2007; notarize documents; devote 1 hour/month; 0 during trading hours. 2) St. Nicholas Ukrainian Orthodox Church - Troy, NY; not investment-related; Secretary; take minutes at meetings; start date 3/20/2017; devote 1 hour/month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-28
• S63 Uniform Securities Agent State Law Examination
  2014-06-17

Other Names

• Patricia Marie Walton
• Patricia Marie Denio
• Patricia Denio Walton
• Patricia M Denio
• Patricia M Holowko
• Patricia M Walton Holowko