Mark Allen Patton

Current Employers

Patton Wealth Advisors

Dallas, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2012-09-28

TX RA
APPROVED

Since 2012-09-28

Branch Locations

Dallas, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Patton Fund Management, Inc.	Dallas	TX	10/1992	Present

10/1992 → Present

Patton Fund Management, Inc.

Dallas, TX

Previous Registrations

1994-05-25 → 2004-12-31

Patton Investment Management

Indianapolis, IN
2003-01-30 → 2003-12-31

Patton Miles, Llc

Indianapolis, IN

Other Businesses

Belcrest Wines, LLC. This is NOT an investment-related business. The business address is 3200 Hanover Street, Dallas, TX, 75225. Making wine and selling direct to consumers. I am one of the members of the LLC and a manager of the business. Belcrest Wines, LLC was formed in August 2020. I devote approx. five hours per month to this activity with approx. two of those hours during securities trading hours. As manager of the entity, I make business decisions as needed.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-05-11

S65 Uniform Investment Adviser Law Examination

1994-05-11

Other Names

Mark A. Patton

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