PATRICIA BASS PETERSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-01-07 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2021-08-20 | 2025-12-24 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-07-01 | 2021-08-20 | — |
| PRUDENTIAL EQUITY GROUP, LLC | 2002-07-09 | 2003-07-01 | — |