PATRICK SIMON is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with AVENTURA PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AVENTURA PRIVATE WEALTH, LLC | 2024-11-21 | present | Yes |
| INSIGNEO ADVISORY SERVICES, LLC | 2024-04-29 | 2024-11-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2021-09-30 | 2024-04-30 | — |