DANIEL LEWIS PATTERSON is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with SWEETGRASS FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SWEETGRASS FINANCIAL PLANNING, LLC | 2025-12-24 | present | Yes |
| CETERA ADVISORS LLC | 2013-09-23 | 2016-11-23 | — |