Patrick Joseph Betley

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-08-30
PA	RA	APPROVED	2018-08-06

Branch Locations

Nazareth, PA • United States

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

Organization	City	State	From	To
Fidelity Investments	Philadelphia	PA	09/2011	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Laurel	NJ	08/2017	08/2018
Bank Of America, N.A.	Mount Laurel	NJ	09/2017	08/2018
Creative Planning	Overland Park	KS	08/2018	Present

09/2011 → 08/2017

Fidelity Investments

Philadelphia, PA
08/2017 → 08/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
09/2017 → 08/2018

Bank Of America, N.A.

Mount Laurel, NJ
08/2018 → Present

Creative Planning

Overland Park, KS

2017-08-31 → 2018-08-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
2011-10-05 → 2017-09-08

Strategic Advisers Llc

Philadelphia, PA
2009-04-24 → 2011-09-09

Voya Financial Advisors, Inc.

Philadelphia, PA

Jersey City, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-26

Nearby Firms