JAMES RHEES PATTON is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | 2026-03-17 | present | Yes |
| PARK AVENUE SECURITIES LLC | 2022-02-18 | 2024-04-01 | — |
| MML INVESTORS SERVICES, LLC | 2019-03-05 | 2021-10-20 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2017-09-08 | 2019-01-24 | — |