PATTY FRANKLIN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-01-30 | 2025-03-31 | — |
| STRATEGIC PE ADVISORS LLC | 2019-02-27 | 2023-01-16 | — |
| STRATEGIC PE ADVISORS LLC | 2016-07-11 | 2018-12-31 | — |
| EMERSON EQUITY LLC | 2015-11-16 | 2023-01-12 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-11-02 | 2014-01-27 | — |
| TD AMERITRADE, INC. | 2010-11-02 | 2014-01-27 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2009-07-20 | 2010-11-03 | — |
| UBS FINANCIAL SERVICES INC. | 2008-02-11 | 2009-01-27 | — |
| SIMON SECURITIES INVESTMENT ADVISORS, LLC | 2007-05-11 | 2007-12-31 | — |
| POUND FINANCIAL, LLC | 2006-02-02 | 2007-04-13 | — |