Bradley B. Patton

FOURTHOUGHT FINANCIAL PARTNERS.

Venice, FL 34285

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CRD#: 4741398

Professional summary

Bradley Bruce Patton, CFP® is a registered financial advisor currently at FOURTHOUGHT FINANCIAL PARTNERS, LLC. located in Venice, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradley has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Bradley Bruce Patton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

November 9, 2022 - Present

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Office #1: 310 W. Venice Avenue Suite 201, Venice, FL 34285

RIA

CRD#: 323060

Venice, FL

Past

April 3, 2020 - December 9, 2022

FOURTHOUGHT PRIVATE WEALTH

RIA

CRD#: 306017

VENICE, FL

Past

March 20, 2018 - January 9, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

VENICE, FL

Past

March 19, 2018 - January 9, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

VENICE, FL

Past

January 8, 2018 - March 21, 2018

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

January 19, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

January 5, 2017 - March 14, 2018

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

February 5, 2013 - September 8, 2016

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

September 12, 2011 - February 6, 2013

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

December 15, 2008 - September 12, 2011

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

October 23, 2007 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

August 31, 2007 - September 8, 2016

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

April 25, 2006 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

Past

April 28, 2005 - November 17, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

February 26, 2004 - April 4, 2005

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/6/2022)

IAR

Texas
(11/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/25/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/2008

General Securities Principal Examination

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

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Contact information

Main Address

310 W. Venice Avenue Suite 201, Venice, FL 34285

Mailing Address

Phone number

(941) 408-8557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOURTHOUGHT FINANCIAL PARTNERS ADV PART 2A BROCHURE 3 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,882
AUM (Assets Under Management)	$ 1,589,562,254

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.

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Firm Stability Insights

Bradley B. Patton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Bruce Patton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOURTHOUGHT PRIVATE WEALTH

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

FARMERS FINANCIAL SOLUTIONS, LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2007

Series 63

Date: 3/11/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2007

Series 6

Date: 2/25/2004

Series 24

Date: 7/14/2008

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

TRUST BUT VERIFY

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