PATRICK NEIL ELLIOTT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with UPRISE ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | 2025-08-08 | 2025-09-30 | — |
| UPRISE ADVISERS LLC | 2024-06-05 | present | Yes |
| MARINER, LLC | 2023-07-14 | 2023-10-02 | — |
| FACET WEALTH, INC | 2020-07-21 | 2023-07-13 | — |
| CREATIVE PLANNING, LLC | 2013-03-27 | 2019-08-02 | — |
| USAA FINANCIAL PLANNING SERVICES | 2007-11-27 | 2013-04-01 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2004-05-06 | 2004-11-10 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-11-07 | 2004-01-16 | — |