Richard Dale Patterson

Current Employers

Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2007-01-24
FL	RA	APPROVED	2006-07-07

TX RA
APPROVED_RES

Since 2007-01-24
FL RA
APPROVED

Since 2006-07-07

Branch Locations

Orlando, FL • United States

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • 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
Associated Planners	Orlando	FL	01/2001	Present
Certified Advisory Corp	Altamonte Springs	FL	06/2006	Present
Transam Securities, Inc.	Altamonte Springs	FL	06/2006	07/2021
Fortune Financial Services	Monaca	PA	03/2021	Present

01/2001 → Present

Associated Planners

Orlando, FL
06/2006 → Present

Certified Advisory Corp

Altamonte Springs, FL
06/2006 → 07/2021

Transam Securities, Inc.

Altamonte Springs, FL
03/2021 → Present

Fortune Financial Services

Monaca, PA

Previous Registrations

2005-03-23 → 2006-06-05

Mutual Service Corporation

Orlando, FL

Other Businesses

PRESIDENT/OWNER OF ASSOCIATED PLANNERS GROUP SINCE 1985. 8451 BAY HILL BLVD, ORLANDO, FL 32819. 2) SINCE 1967- INDEPENDENT LIFE AND HEALTH INSURANCE AGENT. INVESTMENT-RELATED. MY INSURANCE ACTIVITIES TAKE ABOUT 30% OF MY TIME. 3.) IAR with Certified Advisory Corp since 2006

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-04-12

S63 Uniform Securities Agent State Law Examination

2001-04-12

Designations

Other Names

Rick Patterson

View on SEC IAPD