PATRICK DAVID WREN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2026-04-10 | present | Yes |
| GM ADVISORY GROUP, LLC | 2021-08-30 | 2026-06-02 | — |
| SVB WEALTH | 2019-09-23 | 2019-12-24 | — |
| KLS PROFESSIONAL ADVISORS GROUP, LLC | 2019-07-26 | 2019-09-18 | — |