PATRICIA ANN LLOYD is an investment adviser representative (IAR) with state registration records since 2006, appearing at 8 firms. Currently registered with ARDENT WEALTH MANAGEMENT INC..
| Firm | From | To | Current |
|---|---|---|---|
| ARDENT WEALTH MANAGEMENT INC. | 2024-11-08 | present | Yes |
| LIFEWORKS ADVISORS, LLC | 2023-01-09 | 2025-01-15 | — |
| ARDENT WEALTH MANAGEMENT INC. | 2018-12-18 | 2023-04-05 | — |
| ARDENT WEALTH MANAGEMENT INC. | 2018-12-18 | 2021-12-31 | — |
| LPL FINANCIAL LLC | 2016-07-05 | 2019-01-11 | — |
| NATIONAL PLANNING CORPORATION | 2014-06-30 | 2016-07-07 | — |
| ARDENT WEALTH MANAGEMENT INC. | 2013-10-29 | 2014-12-31 | — |
| PRISM FINANCIAL CONCEPTS | 2012-01-12 | 2014-01-17 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2008-06-19 | 2012-08-01 | — |
| CETERA ADVISORS LLC | 2006-09-18 | 2008-06-26 | — |