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Inactive

Patrick Andrew Mccuen

The Mather Group, LLC

Napa, CA

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-20
  • CA RA
    APPROVED
    Since 2025-11-20

Branch Locations

1836 Second St, Napa, CA 94559 • 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
Td Ameritrade San Diego CA 10/2010 02/2019
Napa Wealth Management Napa CA 02/2019 01/2021
Napa Wealth Management Napa CA 11/2019 Present
Napa Wealth Management Napa CA 01/2021 Present
The Mather Group, Llc Napa CA 11/2025 Present
  • 10/2010 → 02/2019
    Td Ameritrade
    San Diego, CA
  • 02/2019 → 01/2021
    Napa Wealth Management
    Napa, CA
  • 11/2019 → Present
    Napa Wealth Management
    Napa, CA
  • 01/2021 → Present
    Napa Wealth Management
    Napa, CA
  • 11/2025 → Present
    The Mather Group, Llc
    Napa, CA
Previous Registrations
  • 2020-05-14 → 2025-12-08
    Napa Wealth Management
    Napa, CA
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-14
S63 Uniform Securities Agent State Law Examination 2010-12-10
  • S65 Uniform Investment Adviser Law Examination
    2020-05-14
  • S63 Uniform Securities Agent State Law Examination
    2010-12-10

View on SEC IAPD

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Beatriz Adriana Buenrostro
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
MORGAN STANLEY · Napa, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
WELLS FARGO CLEARING SERVICES, LLC · NAPA, CA
5T WEALTH, LLC · NAPA, CA
BENEFITS PLUS, LLC · NAPA, CA

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