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Advisor at PATRIOT INVESTMENT MANAGEMENT GROUP INC
Crossville, TN | KNOXVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PATRIOT INVESTMENT MANAGEMENT GROUP INC | Independent wealth | Apr 9, 2025 | n/a | yes | Crossville, TN|KNOXVILLE, TN | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 4, 2015 | Sep 24, 2020 | no | CROSSVILLE, TN|Lakewood Ranch, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 20, 2007 | May 12, 2015 | no | FAIRFIELD GLADE, TN|FAIRFIELD GLADE, TN|FORT MILL, SC|FORT MILL, SC | Previous registration |
| FIRST HORIZON ADVISORS, INC | Former SEC adviser | Mar 5, 2004 | Nov 21, 2007 | no | FAIRFIELD GLADE, TN|CROSSVILLE, TN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 1, 1998 | Mar 18, 2004 | no | WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PATRIOT INVESTMENT MANAGEMENT GROUP INC | Sep 24, 2020 | Apr 9, 2025 | 1,658 | Firm change after gap | Ibd to RIA |
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 12, 2015 | May 4, 2015 | -8 | Firm change | Other |
| FIRST HORIZON ADVISORS, INC | LPL FINANCIAL LLC | Nov 21, 2007 | Nov 20, 2007 | -1 | Firm change | Other |
| LPL FINANCIAL LLC | FIRST HORIZON ADVISORS, INC | Mar 18, 2004 | Mar 5, 2004 | -13 | Firm change | Other |