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RIA / WealthAdvisor15 years in industry

BART ALAN PATTERSON

Advisor at ZENITH ADVISORY GROUP, LLC

THE VILLAGES, FL

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Search this name across graphsid dfx:ria:4036f3cd-5a94-97a2-7f99-c53dc7475a1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 1, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZENITH ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Dec 2, 2010
First registration: Dec 1, 2011
Dual registered: no
Other names: BART PATTERSON|Bart A Patterson
IAPD individual key: 5923711

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZENITH ADVISORY GROUP, LLC	Independent wealth	Jul 13, 2022	n/a	yes	THE VILLAGES, FL	Current employment
GOLDEN RESERVE RETIREMENT, LLC	Independent wealth	Sep 12, 2018	Jun 21, 2022	no	DUBLIN, OH	Previous registration
PARADY WEALTH MANAGEMENT	Independent wealth	Jun 6, 2016	Jun 26, 2018	no	THE VILLAGES, FL	Previous registration
BEACON HILL INVESTMENT ADVISORY, LLC	State registered	Dec 1, 2011	May 5, 2016	no	BELLEFONTAINE, OH\|BELLEFONTAINE, OH\|DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GOLDEN RESERVE RETIREMENT, LLC	ZENITH ADVISORY GROUP, LLC	Jun 21, 2022	Jul 13, 2022	22	Firm change	RIA to RIA
PARADY WEALTH MANAGEMENT	GOLDEN RESERVE RETIREMENT, LLC	Jun 26, 2018	Sep 12, 2018	78	Firm change	RIA to RIA
BEACON HILL INVESTMENT ADVISORY, LLC	PARADY WEALTH MANAGEMENT	May 5, 2016	Jun 6, 2016	32	Firm change	Other

Relationships

Registered with (4)

→ ZENITH ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jul 13, 2022 to presentfactForm ADV
→ GOLDEN RESERVE RETIREMENT, LLCRegistered adviserregistration: previous registration
Sep 12, 2018 to Jun 21, 2022factForm ADV
→ PARADY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 6, 2016 to Jun 26, 2018factForm ADV
→ BEACON HILL INVESTMENT ADVISORY, LLCRegistered adviserregistration: previous registration
Dec 1, 2011 to May 5, 2016factForm ADV

Dated events

Occurred
Jun 21, 2022
Advisor changed firm
Bart Alan Patterson left Golden Reserve Retirement, Llc for Zenith Advisory Group, Llc (registered 2022-07-13)
Form ADVobserved 4 days ago