PUBLIC FINANCIAL ADVISOR RECORD

Patricia G. Wells

Reported title: Certified Financial Planner

Advisor CRD 1233407

Affiliated firm office: Winter Haven, FL

This page presents selected public source fields. It does not verify services, credentials, availability, or suitability.

SOURCE PROVENANCE

Imported public directory record

Source values are preserved from the active original directory import. Registration and filing fields below remain distinct from editorial verification. Check the original regulator record before relying on any information.

CURRENT AFFILIATIONS

Reported firm relationships

OFFICE GEOGRAPHY

Affiliated advisory-firm offices

  • Winter Haven, Florida (FL)

These are advisory-firm office locations associated with current affiliations. The source does not establish an advisor’s own office or personal branch location.