Patrick Owens is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | 2025-01-23 | present | Yes |
| SORRENTO PACIFIC FINANCIAL, LLC | 2023-03-21 | 2024-09-04 | — |
| INDEPENDENT WEALTH NETWORK, INC. | 2020-08-17 | 2023-03-16 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-03-16 | 2020-08-04 | — |