Patricia Kerr Uhart

Current Employers

Employment History

• 07/1998 → Present
  Uhart Tax & Financial
  Santee, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Santee, CA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Santee, CA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Santee, CA
  Huntington Beach, CA
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Santee, CA
  Huntington Beach, CA
• 2002-07-26 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Santee, CA
  Santee, CA

Other Businesses

1) VARIOUS COMPANIES, INV-REL, FIXED INSURANCE, AGENT, 2 HRS/MO, SALES & SERVICE OF FIXED PRODUCTS 2) UHART TAX & FINANCIAL, NOT INV-REL. 9745 PROSPECT AVE #204, SANTEE CA. TAX SERVICES, OWNER/ENROLLED AGENT, 150 HRS/MO, TAX PREP/PLANNING/REPRESENTATION BEFORE IRS/BUSINESS MANAGEMENT 3) WATERCOLORS BY PAT UHART, 1731 ELDON CT, EL CAJON CA, OWNER/ARTIST, PAINT WATERCOLORS AND SELL ARTWORK ON WEBSITE, NOT INV-REL, START 7/2014, 8 HRS, 0 HRS 4) UHART TAX & FINANCIAL POSITION: Owner/Enrolled Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 09/01/1977 ADDRESS: 9745 Prospect Ave, #204, Santee CA 92071, United States DESCRIPTION: Tax Preparation, Planning, Representation before the IRS, Business Management

Exams

• S66 Uniform Combined State Law Examination
  2006-11-17

Other Names

• Patricia K Uhart
• Patricia Kerr Whart
• Patricia Schwegman
• Patricia Kerr Schwegman
• Patricia Martin Kerr