John Cullen Patten

Employer firm

Mar Wealth Management Services, LLC CRD 167335

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 11/2019
  Td Private Client Wealth, Llc
  West Palm Beach, FL
• 04/2020 → Present
  Mar Wealth Management Services, Llc.
  West Palm Beach, FL
• 12/2019 → 03/2020
  Unemployed
  West Palm Beach, FL

Previous Registrations

• 2017-02-01 → 2019-12-05
  Td Private Client Wealth Llc
  Coral Gables, FL
  West Palm Beach, FL

Other Businesses

1. Name of outside business: Patvest, LLC; Location of the business: 15672 Goldfinch Circle, Westlake, FL 33470; Description of the business: Personal loans, auto loans, real estate mortgage loans; Position Title: Managing Member; Responsibilities Duties: Full; Start date with business: 2013-02-24; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 20; 2. Name of outside business: PATTEN FIDUCIARY SERVICES, LLC; Location of the business: 15672 Goldfinch Circle; Description of the business: Provide fiduciary services such as trustee, personal representative, guardian, power of attorney, trust protector, Position Title: Managing Member; Responsibilities Duties: Full; Start date with business: 2020-03-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 33; Contact person at the organization: John Patten; Website address for the organization: www.pattenfiduciary.com; Will an IRS form for income earned be received: Yes; 3. John Patten is co-trustee of one (1) trust account that is managed by MAR.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-30
• S63 Uniform Securities Agent State Law Examination
  1996-12-12

Other Names

• J.C. Patten
• John C. Patten
• John Cullen Patten