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RIA / WealthAdvisor33 years in industry

MARK ALLEN PATTON

Advisor at PATTON WEALTH ADVISORS

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:466e4e68-e1e2-b52d-8e29-342774b2bae2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 25, 1994 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: PATTON WEALTH ADVISORS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65
First exam: May 11, 1994
First registration: May 25, 1994
Dual registered: no
Other names: MARK A. PATTON
IAPD individual key: 2492919

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
PATTON WEALTH ADVISORS	Mixed wealth	Sep 28, 2012	n/a	yes	DALLAS, TX	Current employment
PATTON MILES, LLC	n/a	Jan 30, 2003	Dec 31, 2003	no	INDIANAPOLIS, IN	Previous registration
PATTON INVESTMENT MANAGEMENT	n/a	May 25, 1994	Dec 31, 2004	no	INDIANAPOLIS, IN	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
PATTON INVESTMENT MANAGEMENT	PATTON MILES, LLC	Dec 31, 2004	Jan 30, 2003	-701	Firm change after gap	Other
PATTON MILES, LLC	PATTON WEALTH ADVISORS	Dec 31, 2003	Sep 28, 2012	3,194	Firm change after gap	Other

Relationships

Registered with (3)

→ PATTON WEALTH ADVISORSRegistered adviserregistration: current employment
Sep 28, 2012 to presentfactForm ADV
→ PATTON INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
May 25, 1994 to Dec 31, 2004factForm ADV
→ PATTON MILES, LLCRegistered adviserregistration: previous registration
Jan 30, 2003 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:466e4e68-e1e2-b52d-8e29-342774b2bae2
First observed: May 25, 1994
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARK ALLEN PATTON

Advisor at PATTON WEALTH ADVISORS

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:466e4e68-e1e2-b52d-8e29-342774b2bae2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PATTON WEALTH ADVISORS

Mixed wealth

Sep 28, 2012

n/a

yes

DALLAS, TX

Current employment

PATTON MILES, LLC

n/a

Jan 30, 2003

Dec 31, 2003

INDIANAPOLIS, IN

Previous registration

PATTON INVESTMENT MANAGEMENT

n/a

May 25, 1994

Dec 31, 2004

INDIANAPOLIS, IN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PATTON INVESTMENT MANAGEMENT

PATTON MILES, LLC

Dec 31, 2004

Jan 30, 2003

-701

Firm change after gap

Other

PATTON MILES, LLC

PATTON WEALTH ADVISORS

Dec 31, 2003

Sep 28, 2012

3,194

Firm change after gap

Other