Best Investors Account Sign in

Laura Michelle Patrick

Strategic Advisers LLC

Yukon, OK

Nichols Hills, OK

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Yukon, OK • United States

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • 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
Wells Fargo Advisors, Llc. Roswell GA 06/2014 11/2016
Wells Fargo Bank Na Roswell GA 08/2013 Present
Bloomingdales Atlanta GA 10/2013 Present
Wells Fargo Clearing Services, Llc Roswell GA 11/2016 Present
Fidelity Investments Atlanta GA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 11/2016
    Wells Fargo Advisors, Llc.
    Roswell, GA
  • 08/2013 → Present
    Wells Fargo Bank Na
    Roswell, GA
  • 10/2013 → Present
    Bloomingdales
    Atlanta, GA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Roswell, GA
  • 09/2021 → Present
    Fidelity Investments
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
  • 2015-09-09 → 2021-09-21
    Wells Fargo Clearing Services, Llc
    Roswell, GA
    Atlanta, GA
    Alpharetta, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-03
S63 Uniform Securities Agent State Law Examination 2014-08-12
  • S65 Uniform Investment Adviser Law Examination
    2015-09-03
  • S63 Uniform Securities Agent State Law Examination
    2014-08-12
Other Names
  • Laura Michelle Harlan
  • Laura Michelle Patrick
  • Laura Patrick

View on SEC IAPD

More in Yukon, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor