Patrick R. Howlett
Professional summary
Patrick Richard Howlett is a registered financial advisor currently at HOWLETT TAX SERVICES, INC located in Sedona, Arizona.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Patrick has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Richard Howlett's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2026 - Present
HOWLETT TAX SERVICES, INC
November 24, 1993 - June 20, 1994
ROSE SECURITIES CORPORATION
October 2, 1989 - December 2, 1991
SECURITIES AMERICA, INC.
May 23, 1989 - October 7, 1989
CERTIFIED EQUITIES INCORPORATED
October 27, 1988 - May 25, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
August 5, 1988 - May 30, 2024
HOWLETT FINANCIAL & TAX SERVICES, INC
March 29, 1988 - November 3, 1988
CHRISTOPHER WEIL & COMPANY, INC
May 13, 1985 - April 7, 1988
SOUTHMARK FINANCIAL SERVICES, INC.
October 18, 1984 - May 1, 1985
ELDER-NELSON EQUITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/30/2026)
Exams
Current Firm
HOWLETT TAX SERVICES, INC
CRD#: 332582 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 11,000,000 |
Red Flags
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