DW
Donald Warren Patrick
CRD 1163392
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Ifg Advisory, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ifg Advisory, Llc
Founder & Chief Strategy Officer · 25% – 50% · Apr 2024
-
Ifg Advisory, Llc
Founder & Chief Strategy Officer · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗