Erin Lee Patak is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2025-05-12 | present | Yes |
| RBC ROCHDALE, LLC | 2023-06-30 | 2025-04-21 | — |
| MOSAIC ADVISORS LLC | 2021-07-06 | 2023-05-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-11-25 | 2021-06-25 | — |