Branch Patrick Lawson

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

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

Certified Financial Planner

Other Names

Patrick Lawson

View on SEC IAPD