Jon Paul Pattinson

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-25
AR	RA	APPROVED	2024-09-20
TX	RA	APPROVED	2024-09-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Botsford Group	Frisco	TX	06/2005	01/2018
Lpl Financial Llc	Frisco	TX	05/2012	08/2024
Stratos Wealth Partners, Ltd	Frisco	TX	03/2013	10/2017
Lifestyle Planning Solutions, Llc	Frisco	TX	04/2015	08/2019
Merit Financial Group D/B/A Merit Financial Advisors	Frisco	TX	10/2017	08/2024
Stone Creek Capital Management	Alpharetta	GA	01/2023	08/2024
Purshe Kaplan Sterling Investments	Albany	NY	08/2024	08/2024
Mai Capital Management, Llc	Cleveland	OH	09/2024	Present

06/2005 → 01/2018

The Botsford Group

Frisco, TX
05/2012 → 08/2024

Lpl Financial Llc

Frisco, TX
03/2013 → 10/2017

Stratos Wealth Partners, Ltd

Frisco, TX
04/2015 → 08/2019

Lifestyle Planning Solutions, Llc

Frisco, TX
10/2017 → 08/2024

Merit Financial Group D/B/A Merit Financial Advisors

Frisco, TX
01/2023 → 08/2024

Stone Creek Capital Management

Alpharetta, GA
08/2024 → 08/2024

Purshe Kaplan Sterling Investments

Albany, NY
09/2024 → Present

Mai Capital Management, Llc

Cleveland, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-05