Patricia MichelleHeaton Parker

Patricia MichelleHeaton Parker is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with ACCURATE WEALTH MANAGEMENT, LLC.

Registration history (8)

FirmFromToCurrent
ACCURATE WEALTH MANAGEMENT, LLC2025-08-07presentYes
XY INVESTMENT SOLUTIONS, LLC2024-11-272025-03-06
PARKER, PATRICIA HEATON2018-01-102026-07-03
PARKER, PATRICIA HEATON2017-01-272017-12-31
PARKER, PATRICIA HEATON2015-09-222016-12-31
MADISON AVENUE SECURITIES, LLC2011-11-102012-09-05
TRANSAMERICA FINANCIAL ADVISORS, LLC2004-12-152011-05-09
USALLIANZ SECURITIES, INC.2004-02-062004-12-31

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