AB
Ashlee Bryan Patten
CRD 6208041
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| The Patten Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Patten Group, Inc.
Principal · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗