# PATRICIA ANN LLOYD

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..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ARDENT WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/332593) | 2024-11-08 | present | Yes |
| [LIFEWORKS ADVISORS, LLC](https://search.stillhousedata.com/firm/288255) | 2023-01-09 | 2025-01-15 | — |
| [ARDENT WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/169080) | 2018-12-18 | 2023-04-05 | — |
| [ARDENT WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/169080) | 2018-12-18 | 2021-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2016-07-05 | 2019-01-11 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2014-06-30 | 2016-07-07 | — |
| [ARDENT WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/169080) | 2013-10-29 | 2014-12-31 | — |
| [PRISM FINANCIAL CONCEPTS](https://search.stillhousedata.com/firm/159382) | 2012-01-12 | 2014-01-17 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2008-06-19 | 2012-08-01 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2006-09-18 | 2008-06-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5204742)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5204742.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.