PATRICIA MORGENTHAL BREEZE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with MERIDIAN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT, LLC | 2026-03-16 | present | Yes |
| ACCURATE WEALTH MANAGEMENT, LLC | 2021-09-15 | 2026-03-16 | — |
| SEACURE ADVISORS LLC | 2015-01-05 | 2021-09-20 | — |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. | 2002-07-03 | 2014-12-31 | — |