# PATRICK SIMON

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AVENTURA PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/332630) | 2024-11-21 | present | Yes |
| [INSIGNEO ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/282589) | 2024-04-29 | 2024-11-12 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2021-09-30 | 2024-04-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6400830)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6400830.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.