# PATRICK JOSEPH BETLEY

PATRICK JOSEPH BETLEY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2018-08-06 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-08-31 | 2018-08-07 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-10-05 | 2017-09-08 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2009-04-24 | 2011-09-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5613101)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5613101.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.