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Detailed Report
BEVERLY JEAN PATTON
BEVERLY JEAN BLASE MRS, BEVERLY JEAN FREEMAN MISS, BEV PATTON
CRD#: 5235638
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Investment Adviser
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Previous Broker
SYRIOS WEALTH MANAGEMENT GROUPCRD#: 332139 WALL STREET BUILDING
7855 IVANHOE AVENUE, SUITE 420
LA JOLLA, CA 92037
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2008 (1 year)2 FIRMS2008 - 2024 (16 years)IASYRIOS WEALTH MANAGEMENT GROUP (CRD# 332139)2024 - Present (<1 year)
License(s)

State Registrations

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California 10/21/2024
Current Registration(s)
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SYRIOS WEALTH MANAGEMENT GROUP (CRD#:332139)
WALL STREET BUILDING 7855 IVANHOE AVENUE, SUITE 420, LA JOLLA, CA 92037
Registered with this firm since 10/21/2024
Previous Registration(s)
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 01/01/2008 - 11/13/2024 WELLS FARGO ADVISORS (CRD#:19616) LA JOLLA, CA
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 01/01/2008 - 11/13/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) LA JOLLA, CA
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 01/17/2007 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) LA JOLLA, CA
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 04/16/2007 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) LA JOLLA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.