Casey Daniel Paton is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2022-02-23 | present | Yes |
| SVB INVESTMENT SERVICES INC. | 2021-09-13 | 2022-07-29 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-07-28 | 2021-08-31 | — |