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Ryan Geoffrey Patterson

LPl Financial LLC

Utica, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-30
  • MI RA
    APPROVED
    Since 2024-09-30

Branch Locations

7669 Auburn Rd, Utica, MI 48317 • 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
Swingtide Henderson NV 05/2021 06/2024
Concordia University Ann Arbor Ann Arbor MI 08/2020 05/2024
Creative Benefits And Insurance Soluions Utica MI 07/2018 08/2020
Lutheran High School North Macomb MI 06/2016 08/2020
Lpl Financial Utica MI 07/2024 Present
  • 05/2021 → 06/2024
    Swingtide
    Henderson, NV
  • 08/2020 → 05/2024
    Concordia University Ann Arbor
    Ann Arbor, MI
  • 07/2018 → 08/2020
    Creative Benefits And Insurance Soluions
    Utica, MI
  • 06/2016 → 08/2020
    Lutheran High School North
    Macomb, MI
  • 07/2024 → Present
    Lpl Financial
    Utica, MI
Other Businesses

1 - 07/01/2024 - Qolity Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 03/31/2026 - NS AI Tools - Business Owner - Not investment Related - Shelby Township, MI - Start Date 03/23/2026 - 40 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-28
  • S66 Uniform Combined State Law Examination
    2024-09-28

View on SEC IAPD

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