# PATRICK NEIL ELLIOTT

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2025-08-08 | 2025-09-30 | — |
| [UPRISE ADVISERS LLC](https://search.stillhousedata.com/firm/322959) | 2024-06-05 | present | Yes |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2023-07-14 | 2023-10-02 | — |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2020-07-21 | 2023-07-13 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2013-03-27 | 2019-08-02 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2007-11-27 | 2013-04-01 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2004-05-06 | 2004-11-10 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-11-07 | 2004-01-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4707940)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4707940.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.