Patricia Bass Peterson

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Houston, TX
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 08/2021 → 11/2025
  Wells Fargo Advisors Financial Network, Llc
  Houston, TX
• 01/2026 → Present
  Concurrent Investment Advisors, Llc
  Houston, TX

Previous Registrations

• 2021-08-20 → 2025-12-24
  Wells Fargo Advisors Financial Network, Llc
  Houston, TX
  Houston, TX
  Bigfork, MT
  San Antonio , TX
• 2003-07-01 → 2021-08-20
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Houston, TX
  Sugar Land, TX
  Houston, TX
  Bigfork, MT
• 2002-07-09 → 2003-07-01
  Prudential Equity Group, Llc
  Houston, TX

Other Businesses

EXECUTOR FOR MOTHER'S ESTATE; INV. RELATED; HOUSTON, TX; START 12/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE OF SISTER'S TRUST; INV. RELATED; HOUSTON, TX; START 2/2021; 1 HR PER MONTH; 0 HRS DURING TRADING. CORAZON Y LUZ LLC DBA AZUL WEALTH PARTNERS, INV RELATED, HOUSTIN, TX, 100% OWNERSHIP WITH SPOUSE, START 8/20/2021, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. Wealth Partners Alliance, Investment Related, 4900 Woodway Drive, Suite 1250, Houston TX 77056;DBA/Support Company; Non Owner; Financial Advisor; 01/05/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory business is conducted. SO LOVED, LLC, NOT INVT RELATED, HOUSTON, TX, 100% OWNERSHIP, START 7/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, ONLINE JEWELRY BUSINESS. COMMERCIAL RENTAL PROPERTY, INVT RELATED, HOUSTON, TX, 100% OWNERSHIP, START 2/1/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER. COMMERCIAL PROPERTY HELD BY LIVING TRUST, INVT RELATED, BIG FORK, MT, 100% OWNERSHIP WITH SPOUSE, START 7/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER WITH SPOUSE. ELEGAZELLE LLC, INV RELATED, HOUSTON, TX, 100% OWNERSHIP, START 4/7/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. Infrequent selling online of estate and preloved jewelry, other luxury items, via selling site eBay. Sales revenues this year: approximately $8400

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-22
• S63 Uniform Securities Agent State Law Examination
  1984-02-22

Other Names

• Patricia Bass
• Patricia Ann Walker
• Patricia Bass Walker
• Patricia Walker
• Patricia Peterson
• Patricia Ann Bass
• Patricia Ann Connors
• Patricia Bass Connors
• Tricia Bass Peterson
• Patricia Connors
• Patricia Bass Peterson
• Patricia B Connors