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Daniel Lewis Patterson

Sweetgrass Financial Planning, LLC

Mt. Pleasant, SC

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Current Employers
Sweetgrass Financial Planning, Llc

Mt. Pleasant, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-24
  • SC RA
    APPROVED
    Since 2025-12-24

Branch Locations

Mt. Pleasant, SC • 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
Cetera Advisors Llc Denver CO 07/2013 11/2016
Unemployed Mt. Pleasant SC 01/2017 05/2017
Sweetgrass Financial Planning, Llc Mt. Pleasant SC 06/2017 Present
  • 07/2013 → 11/2016
    Cetera Advisors Llc
    Denver, CO
  • 01/2017 → 05/2017
    Unemployed
    Mt. Pleasant, SC
  • 06/2017 → Present
    Sweetgrass Financial Planning, Llc
    Mt. Pleasant, SC
Previous Registrations
  • 2013-09-23 → 2016-11-23
    Cetera Advisors Llc
    Mt Pleasant, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-13
S63 Uniform Securities Agent State Law Examination 2011-01-03
  • S65 Uniform Investment Adviser Law Examination
    2013-09-13
  • S63 Uniform Securities Agent State Law Examination
    2011-01-03
Designations
Other Names
  • Dan Patterson

View on SEC IAPD

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