# PATTY FRANKLIN

PATTY FRANKLIN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2023-01-30 | 2025-03-31 | — |
| [STRATEGIC PE ADVISORS LLC](https://search.stillhousedata.com/firm/283651) | 2019-02-27 | 2023-01-16 | — |
| [STRATEGIC PE ADVISORS LLC](https://search.stillhousedata.com/firm/283651) | 2016-07-11 | 2018-12-31 | — |
| [EMERSON EQUITY LLC](https://search.stillhousedata.com/firm/130032) | 2015-11-16 | 2023-01-12 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2010-11-02 | 2014-01-27 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2010-11-02 | 2014-01-27 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2009-07-20 | 2010-11-03 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-02-11 | 2009-01-27 | — |
| [SIMON SECURITIES INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/143713) | 2007-05-11 | 2007-12-31 | — |
| [POUND FINANCIAL, LLC](https://search.stillhousedata.com/firm/126789) | 2006-02-02 | 2007-04-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4254934)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4254934.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.