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Patricia Lynn Ball

ETHOS INVESTMENT MANAGEMENT LP·OREM, Utah
Series 65Clean record8 years registeredETHOS INVESTMENT MANAGEMENT LP
730 S. SLEEPY RIDGE DR, OREM, UT 84058CRD# 5357640Firm CRD# 318861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Lynn Ball · OREM, UT
Registration
CRD #5357640 · ETHOS INVESTMENT MANAGEMENT LP · 8 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ETHOS INVESTMENT MANAGEMENT LP
FISHER INVESTMENTS
Sep 2018 – Feb 2024
PLANO, TX
BOA VISTA WEALTH MANAGEMENT
Sep 2017 – Sep 2018
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 18, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Patricia Lynn Ball offer?
Patricia Lynn Ball is a registered financial advisor in OREM, Utah.
What are Patricia Lynn Ball's credentials?
Patricia Lynn Ball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Lynn Ball located?
Patricia Lynn Ball is based in OREM, Utah, last registered with ETHOS INVESTMENT MANAGEMENT LP.
How large is ETHOS INVESTMENT MANAGEMENT LP?
ETHOS INVESTMENT MANAGEMENT LP is a registered investment adviser with the SEC. See their Form ADV for full details.
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