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Charles Collett Patton

Gridline

Atlanta, GA

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Current Employers
Gridline

10 10Th St Nw Suite 160, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-26
  • GA RA
    APPROVED
    Since 2024-02-26

Branch Locations

10 10Th St Nw Suite 160, Atlanta, GA 30309 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Virginia Investment Management Company (Uvimco) Charlottesville VA 06/2021 08/2021
Darden Capital Management Charlottesville VA 04/2021 03/2022
Wells Fargo Charlotte NC 05/2017 06/2020
Wells Fargo Charlotte NC 07/2015 05/2017
Gridline Advisors, Llc Atlanta GA 11/2022 Present
Unemployed Atlanta GA 05/2022 11/2022
University Of Virginia - Darden School Business Charlottesville VA 08/2020 05/2022
  • 06/2021 → 08/2021
    University Of Virginia Investment Management Company (Uvimco)
    Charlottesville, VA
  • 04/2021 → 03/2022
    Darden Capital Management
    Charlottesville, VA
  • 05/2017 → 06/2020
    Wells Fargo
    Charlotte, NC
  • 07/2015 → 05/2017
    Wells Fargo
    Charlotte, NC
  • 11/2022 → Present
    Gridline Advisors, Llc
    Atlanta, GA
  • 05/2022 → 11/2022
    Unemployed
    Atlanta, GA
  • 08/2020 → 05/2022
    University Of Virginia - Darden School Business
    Charlottesville, VA
Previous Registrations
  • 2023-07-11 → 2023-12-31
    Gridline
    Atlanta, GA
Designations
Other Names
  • Charles Patton

View on SEC IAPD

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EQUITY SERVICES, INC.

Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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