# Erin Lee Patak

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2025-05-12 | present | Yes |
| [RBC ROCHDALE, LLC](https://search.stillhousedata.com/firm/117198) | 2023-06-30 | 2025-04-21 | — |
| [MOSAIC ADVISORS LLC](https://search.stillhousedata.com/firm/164913) | 2021-07-06 | 2023-05-12 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2019-11-25 | 2021-06-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6512606)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6512606.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.