Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-04 |
| TX | RA | APPROVED | 2018-05-04 |
Branch Locations
1745 Indian Wood Circle Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Toledo | OH | 11/2008 | 05/2018 |
| Raymond James Financial Services, Inc. | Muamee | OH | 05/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Maumee | OH | 05/2018 | Present |
| Diana Patton Consulting, Llc | Maumee | OH | 11/2019 | Present |
(1)Name of Business: Patton Wealth Management Address: 1745 Indian Wood Cir Ste 100, Maumee, OH, 43537, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/04/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Customer Service, Retirement Plans, Trading, Managing our Models, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
Reach out to this advisor