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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-17 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Indianapolis | IN | 06/2017 | 01/2019 |
| World Financial Group, Inc. | Indianapolis | IN | 08/2014 | 01/2019 |
| J Patton Consulting, Llc | Indianapolis | IN | 03/2000 | 12/2018 |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 01/2019 | 10/2021 |
| Mml Investors Services | Indianapolis | IN | 02/2019 | 10/2021 |
| Horizon Planning Group | Indianapolis | IN | 10/2021 | 12/2021 |
| Guardian Life Insurance Company | Indianapolis | IN | 12/2021 | 03/2024 |
| Park Avenue Securities | Indianapolis | IN | 01/2022 | 03/2024 |
| Innovation Partners Llc | Charlotte | NC | 03/2026 | Present |
| Patton Health And Wealth | Indianapolis | IN | 03/2024 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 03/2026 | Present |
| Legalshield | Ada | OK | 08/2006 | 06/2017 |
| Development Dimensions International | Bridgeville | PA | 03/2000 | 12/2018 |
| University Of Indianapolis | Indianapolis | IN | 07/2015 | 11/2019 |
1. Patton Health and Wealth, LLC: Marketing of health insurance, Medicare supplements and Medicare Advantage plans, START DATE: 09/27/2021, ADDRESS: 7945 Midlothian Way, Indianapolis, IN 46214, 5 total hours per month 5 during securities trading hours, INVESTMENT RELATED, More than 10% annual compensation, 2) Co Chair-Hendrick County Veteran Suicide Prevention Coalition-Promoting reduction of the suicide rate in Hendricks County Start Date: 4/1/2025 Address: 75 Queensway Dr. Avon, IN 46123 1 hour, no compensation, Non Investment 3) Board Member-Indiana Parkinson Foundation-Provide Valuable programs and services to individuals with Parkinson's and their families Start Date: 5/1/2022 Address: 14350 Mundy Drive Suite 800 #181 Noblesville, IN 46060 1 hour monthly for board meetings Non Investment, no compensation 4) Board Member-Mental Health America of Hendricks County-Promote mental health and suicide awareness/prevention Start date: 4/1/2025 Address: 75 Queensway Dr Avon, IN 46123 Half an hour Non Investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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