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Jeremy Todd Patton

Familywealth

Frisco, TX

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-02-24
TX RA APPROVED 2022-03-09
  • WA RA
    APPROVED
    Since 2023-02-24
  • TX RA
    APPROVED
    Since 2022-03-09

Branch Locations

6170 Research Road Suite 1001, Frisco, TX 75033 • 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
Parsley Financial Group Llc Frisco TX 04/2005 Present
  • 04/2005 → Present
    Parsley Financial Group Llc
    Frisco, TX
Other Businesses

Kingdom Capital Partners, LLC serving as President/managing member. This is a non-investment related business to which I devote zero hours. The nature of the business is real estate and involves no active duties at this time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-25
  • S65 Uniform Investment Adviser Law Examination
    2022-01-25

View on SEC IAPD

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