Sarah Elizabeth Patton is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-02-03 | present | Yes |
| HERITAGE WEALTH MANAGEMENT | 2023-04-10 | 2026-01-22 | — |