PS
Patrick Sturmer Paxton
CRD 1128118
Firms
| Firm | Role | As of |
|---|---|---|
| Investment Planning Advisors | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Investment Planning Advisors
Managing Member & Cco · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗