Branch Patrick Lawson

Current Employers

Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-04-06
GA	RA	APPROVED	2020-09-04

TX RA
APPROVED

Since 2022-04-06
GA RA
APPROVED

Since 2020-09-04

Branch Locations

196 Alps Road Suite 70, Athens, GA 30606 • 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

Organization	City	State	From	To
Truewealth, Llc (Fna Windham Brannon)	Atlanta	GA	07/2014	08/2020
Mariner Platform Solutions	Athens	GA	08/2020	Present
Branch Partners	Athens	GA	08/2020	Present

07/2014 → 08/2020

Truewealth, Llc (Fna Windham Brannon)

Atlanta, GA
08/2020 → Present

Mariner Platform Solutions

Athens, GA
08/2020 → Present

Branch Partners

Athens, GA

Previous Registrations

2013-08-05 → 2020-08-27

Truewealth Management

Atlata, GA

Other Businesses

BRANCH PARTNERS; ATHENS, GA; CEO & FOUNDER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 08/2020; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. Cope Ventures; Investment Related; Athens, GA; Purchasing, Holding & Sales of real estate; CEO; Start Date 05/06/2025; 1 hr/month, 0 hours during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-09

S65 Uniform Investment Adviser Law Examination

2013-07-09

Designations

Other Names

Patrick Lawson

View on SEC IAPD

Current Employers

Mariner Independent

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews