Anthony Patten

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-08-11

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Elevate Financial Planning And Wealth Management	Saint Petersburg	FL	08/2026	Present
Perfect Site	Toledo	OH	06/2025	07/2026
Bowling Green State University	Bowling Green	OH	08/2022	05/2026
Sperling Heating And Cooling	Toledo	OH	06/2024	08/2024
Inverness Country Club	Toledo	OH	05/2023	06/2024
The Home Depot	Toledo	OH	04/2022	12/2022
St. John's Jesuit Hs	Toledo	OH	08/2018	05/2022
Snag	Bowling Green	OH	08/2024	05/2026
St. Patrick Of Heatherdowns	Toledo	OH	01/2016	05/2022

08/2026 → Present

Elevate Financial Planning And Wealth Management

Saint Petersburg, FL
06/2025 → 07/2026

Perfect Site

Toledo, OH
08/2022 → 05/2026

Bowling Green State University

Bowling Green, OH
06/2024 → 08/2024

Sperling Heating And Cooling

Toledo, OH
05/2023 → 06/2024

Inverness Country Club

Toledo, OH
04/2022 → 12/2022

The Home Depot

Toledo, OH
08/2018 → 05/2022

St. John's Jesuit Hs

Toledo, OH
08/2024 → 05/2026

Snag

Bowling Green, OH
01/2016 → 05/2022

St. Patrick Of Heatherdowns

Toledo, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-10