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DP

Darryl L. Pattillo

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CRD#: 1076108
DP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darryl Ladd Pattillo was a registered financial professional .

Darryl is a previously registered financial professional and started their career in finance in 1982. Darryl had worked at 6 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 1, 2008 - September 22, 2015

D. LADD PATTILLO & ASSOCIATES, INC.

RIA
CRD#: 114736
AUSTIN, TX
Past

August 29, 1991 - December 3, 2003

D. LADD PATTILLO & ASSOCIATES, INC.

RIA
CRD#: 114736
AUSTIN, TX
Past

September 4, 1990 - January 23, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
Past

November 13, 1989 - September 4, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

BD
CRD#: 22540
Past

September 21, 1984 - November 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
Past

April 7, 1983 - November 5, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

November 24, 1982 - June 1, 1984

BLYTH EASTMAN PAINE WEBBER INCORPORATED

BD
CRD#: 8166

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 11/20/1982
General Securities Representative Examination

Current Firm


DL
D. LADD PATTILLO & ASSOCIATES, INC.
D. LADD PATTILLO & ASSOCIATES, INC.

CRD#: 114736 / SEC#:

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Contact information


Main Address
3355 Bee Caves Road,suite 204, Austin, TX 78746
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


D. LADD PATTILLO & ASSOCIATES, INC.

CRD#: 114736

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