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PL

Patricia A. Lloyd

ARDENT WEALTH MANAGEMENT
SCOTTSDALE, AZ 85254
Some features on this profile are disabled
CRD#: 5204742
PL

Professional summary

Patricia Ann Lloyd, CFP®, who also goes by Pat Lloyd, Patricia A Lloyd, Patricia A. Tisdell, Patricia Ann Tisdell, is a registered financial advisor currently at ARDENT WEALTH MANAGEMENT located in Scottsdale, Arizona.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Patricia has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pat Lloyd | Patricia A Lloyd | Patricia A. Tisdell | Patricia Ann Tisdell

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 Patricia Ann Lloyd's 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

Experience

Current

November 8, 2024 - Present

ARDENT WEALTH MANAGEMENT

Office #1: 14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254
RIA
CRD#: 332593
SCOTTSDALE, AZ
Past

January 9, 2023 - January 15, 2025

LIFEWORKS ADVISORS, LLC

RIA
CRD#: 288255
Scottsdale, AZ
Past

December 18, 2018 - April 5, 2023

ARDENT WEALTH MANAGEMENT INC.

RIA
CRD#: 169080
SCOTTSDALE, AZ
Past

July 5, 2016 - January 11, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
PHOENIX, AZ
Past

July 5, 2016 - January 11, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
PHOENIX, AZ
Past

June 30, 2014 - July 7, 2016

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SCOTTSDALE, AZ
Past

November 15, 2013 - July 7, 2016

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SCOTTSDALE, AZ
Past

October 29, 2013 - December 31, 2014

ARDENT WEALTH MANAGEMENT INC.

RIA
CRD#: 169080
SCOTTSDALE, AZ
Past

January 12, 2012 - January 17, 2014

PRISM FINANCIAL CONCEPTS

RIA
CRD#: 159382
SCOTTSDALE, AZ
Past

June 19, 2008 - August 1, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SCOTTSDALE, AZ
Past

June 19, 2008 - December 13, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SCOTTSDALE, AZ
Past

September 18, 2006 - June 26, 2008

CETERA ADVISORS LLC

RIA
CRD#: 10299
SCOTTSDALE, AZ
Past

September 13, 2006 - June 26, 2008

CETERA ADVISORS LLC

BD
CRD#: 10299
SCOTTSDALE, AZ

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
Arizona
(11/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/12/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/6/2009
General Securities Principal Examination

Current Firm

AW
ARDENT WEALTH MANAGEMENT
ARDENT WEALTH MANAGEMENT | ARDENT WEALTH MANAGEMENT INC.

CRD#: 332593 / SEC#:

Arizona
Registered Investment Advisory firm - (11/8/2024 Approved)
Michigan
Registered Investment Advisory firm - (12/5/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254
Mailing Address
Phone number
(480) 382-3151
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ARDENT WEALTH MANAGEMENT

CRD#: 332593Scottsdale, AZ 85254

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