PS
PS

Patricia Solge

37 Years of Experience
Wilmington, DE
Broker

Patricia Solge is a registered investment advisor, based in Wilmington, DE, with 37 years of industry experience.

Location

Wilmington, DE

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Patricia is an owner/partner of Wealth Advisors LLC since 1997, spending nearly full-time on this activity, including trading. She is also an advisory representative of a RIA since 2022, dedicating nearly full-time to this role, including trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cantella & CO., INC.
November 2010 - June 2023 · 12 yrs 7 mos
Cantella & CO., INC.Broker
November 2010 - December 2022 · 12 yrs 1 mo
Cambridge Investment Research Advisors, INC.
March 2005 - December 2010 · 5 yrs 9 mos
Cambridge Investment Research, INC.Broker
March 2005 - December 2010 · 5 yrs 9 mos
Lockwood Financial Services, INC
January 2000 - April 2005 · 5 yrs 3 mos
Lockwood Financial Services, INC.Broker
January 1998 - April 2005 · 7 yrs 3 mos
Rutherford, Brown & Catherwood, INC.Broker
May 1994 - January 1998 · 3 yrs 8 mos
Wheat, First Securities, INC.Broker
January 1991 - May 1994 · 3 yrs 4 mos
Butcher & Singer INC.Broker
December 1988 - January 1991 · 2 yrs 1 mo
State Registrations1 state
DE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patricia Solge - Financial Advisor | TrueAdvisor