PATRICK DANIEL PORTMAN is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2020-02-01 | present | Yes |
| GWN SECURITIES INC. | 2016-04-04 | 2020-02-01 | — |