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Paul M Patterson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lakeland, FL

Park City, UT

Salt Lake City, UT

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-13
TX RA APPROVED 2014-02-03
FL RA APPROVED 2012-08-31
  • UT RA
    APPROVED
    Since 2024-08-13
  • TX RA
    APPROVED
    Since 2014-02-03
  • FL RA
    APPROVED
    Since 2012-08-31

Branch Locations

100 S Kentucky Ave, Lakeland, FL 33801 • United States

Park City, UT • United States

60 E South Temple St, Salt Lake City, UT 84111 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 05/2012 Present
Bank Of America, N.A. Tampa FL 10/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-29
  • S66 Uniform Combined State Law Examination
    2012-08-29
Other Names
  • Paul Patterson

View on SEC IAPD

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LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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