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LP

Leland A. Patin

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CRD#: 1466597
LP

Professional summary


Leland Anthony Patin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Leland is a previously registered financial advisor and started their career in finance in 1994. Prior to being barred, Leland had worked at 6 firms, which includes TMT FINANCIAL SERVICES INC., MML INVESTORS SERVICES LLC, VERAVEST INVESTMENTS INC., HILLTOP SECURITIES INC., FOX & COMPANY INVESTMENTS INC., WMA SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lee Patin

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

February 9, 2005 - February 16, 2006

TMT FINANCIAL SERVICES, INC.

BD
CRD#: 26613
ORLANDO, FL
Past

October 23, 2002 - March 5, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DENVER, CO
Past

September 10, 2002 - March 5, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

January 5, 2000 - February 27, 2001

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

February 10, 1997 - December 7, 1999

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

December 4, 1996 - February 14, 1997

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
SCOTTSDALE, AZ
Past

July 26, 1994 - December 24, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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


State Security Law Exam
IAR
Series 65
Date: 1/9/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
TMT FINANCIAL SERVICES, INC.
RINGLER FINANCIAL SERVICES, INC. | TMT FINANCIAL SERVICES, INC. | RINGLER SECURITIES SERVICES, INC.

CRD#: 26613 / SEC#: , 8-42653

BD
Terminated by SEC on 04/23/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/15/1990
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TMT FINANCIAL SERVICES LLCSHAREHOLDER

Disclosures


Regulatory Event1

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


TMT FINANCIAL SERVICES, INC.

CRD#: 26613

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