Patrick J. Mickelson
Professional summary
Patrick Jon Mickelson, AIF®, who also goes by Pat J Mickelson, is a registered financial advisor currently at DENDRITE CAPITAL, LLC located in Highlands Ranch, Colorado.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Patrick has worked at 10 firms and has passed the Series 63, Series 65, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jon Mickelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2021 - Present
DENDRITE CAPITAL, LLC
December 19, 2014 - June 18, 2021
STONEFIELD INVESTMENT ADVISORY, INC.
October 1, 2013 - October 17, 2014
HIGHWATER WEALTH MANAGEMENT LLC
February 28, 2012 - March 29, 2012
CETERA ADVISORS LLC
November 15, 2010 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
March 17, 2006 - December 9, 2013
STONEFIELD INVESTMENT ADVISORY, INC.
December 8, 2005 - July 14, 2011
STONEFIELD INVESTMENT ADVISORY, INC.
March 28, 2005 - December 31, 2005
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 25, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
April 19, 2004 - November 16, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
September 1, 2003 - March 18, 2004
INVESCO DISTRIBUTORS, INC.
February 20, 2001 - September 1, 2003
INVESCO DISTRIBUTORS, INC.
January 7, 2000 - March 9, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2021)
Exams
Current Firm
DENDRITE CAPITAL, LLC
CRD#: 311795 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 22,032,657 |
Red Flags
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