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The Patten Group, Inc. CRD 168255
$725M regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-01-24 |
Branch Locations
832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Patten Group, Inc. | Chattanooga | TN | 09/2019 | Present |
| University Of Tennessee At Chattanooga | Chattanooga | TN | 08/2015 | 05/2019 |
| The Patten Group, Inc. | Chattanooga | TN | 03/2018 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
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