Patrick Glynn Ballard

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 08/2016
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 08/2009 → 08/2016
  Centra Credit Union
  Columbus, IN
• 11/2016 → 04/2022
  Jackson County Bank
  Columbus, IN
• 12/2016 → 01/2018
  Invest Financial Corp
  Tampa, FL
• 04/2022 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 01/2018 → 04/2022
  Raymond James Financial Services, Inc.
  Seymour, IN
• 01/2018 → 04/2022
  Raymond James Financial Services Advisors Inc.
  Seymour, IN

Previous Registrations

• 2018-01-23 → 2020-06-30
  Raymond James Financial Services Advisors, Inc
  Columbus, IN
  Seymour, IN
• 2016-12-12 → 2018-01-18
  Invest Financial Corporation
  Columbus, IN
  Columbus, IN
  Cincinnati, OH
  Columbus, IN
• 2009-08-21 → 2016-08-30
  Cuna Brokerage Services, Inc.
  Seymour, IN
  Columbus, IN
  Columbus, IN
• 2006-04-03 → 2009-08-17
  Natcity Investments, Inc.
  North Vernon, IN
  Seymour, IN
  Nashville, IN
  Shelbyville, IN
  Greencastle, IN
  North Vernon, IN
  Columbus, IN
• 2003-02-24 → 2005-11-14
  Natcity Investments, Inc.
  Indianapolis, IN
• 2000-04-07 → 2003-02-25
  Prudential Equity Group, Llc
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-13
• S63 Uniform Securities Agent State Law Examination
  2000-02-04

Other Names

• Patrick G Ballard