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Kayla Ann Coyle

The Patten Group, Inc.

Chattanooga, TN

CRD 6311845

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Employer firm

The Patten Group, Inc. CRD 168255

$725M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
The Patten Group, Inc.

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-06-21
  • TN RA
    APPROVED
    Since 2023-06-21

Branch Locations

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • 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
Ubs Financial Services Inc Chattanooga TN 03/2014 06/2023
Gold'S Gym Chattanooga TN 08/2014 04/2020
The Patten Group, Inc. Chattanooga TN 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-19
  • S66 Uniform Combined State Law Examination
    2015-02-19

View on SEC IAPD

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