Patricia Rose Piatt

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2012 → 10/2018
  The Huntington Investment Company
  Columbus, OH
• 06/2004 → 10/2018
  Patty Rose Consulting
  Sewickley, PA
• 01/2019 → Present
  Western Southern Life
  Monaca, PA
• 02/2019 → 02/2021
  W&S Brokerage Services
  Cincinnati, OH
• 03/2021 → Present
  Fortune Financial Services
  Monaca, PA
• 02/2022 → Present
  Prosperity Wealth Management, Inc.
  San Ramon, CA
• 10/2018 → 02/2019
  Unemployed
  Monaca, PA

Previous Registrations

• 2019-02-22 → 2021-03-11
  W&S Brokerage Services, Inc.
  Monaca, PA
• 2012-06-19 → 2018-10-18
  The Huntington Investment Company
  Beaver, PA
  Pittsburgh, PA
• 2009-09-04 → 2012-06-01
  Lpl Financial Llc
  Pittsburgh, PA
  Cranberry Township, PA
  Fort Mill, SC
  Pittsburgh, PA
• 2008-07-08 → 2009-09-08
  Natcity Investments, Inc.
  Cranberry Twp., PA
• 2008-01-01 → 2008-06-12
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
• 2006-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Pittsburgh, PA
  St. Louis, MO
• 2005-07-25 → 2005-12-31
  A. G. Edwards & Sons, Inc.
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2005-07-22
• S63 Uniform Securities Agent State Law Examination
  1999-02-19

Other Names

• Patricia Kozak
• Patricia Rose Kozak
• Patricia Rose Pezzano
• Patricia Rose Kozak-Pezzano
• Patricia R Kozak
• Patricia R Piatt