Patty Bartholomew has been an investment adviser representative at Harold W. Dance since January 2024, and is not listed among the firm’s executive officers or direct owners.
Harold W. Dance Inc. is a Logan, UT firm with $158M under management, 306 clients and 8 advisers in one office, as of its August 2026 filing.
Patty Bartholomew is an Advisor of Harold Dance Investments, specializing in helping families navigate the financial complexities of divorce. She joined the firm in 2024; before that she was a financial advisor with Parsonex Financial Services.
Patty Bartholomew’s longest registration is the current one, 2 years at Harold W. Dance since 2024. Before joining Harold W. Dance in 2024, Patty Bartholomew was registered through Parsonex Advisory Services, Inc.
- Harold Dance InvestmentsCurrent– present · 2 yearsLogan, UT · Adviser representative · Firm CRD 1582
- Parsonex Advisory Services, Inc.– · 1 yearProvidence, UT · Adviser representative · Firm CRD 160275
Professional designations
Listed by Harold W. Dance
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Patty Bartholomew is registered as an investment adviser representative in Utah, since January 2024.
- UtahSince 3 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 July 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 May 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 April 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2019 |
| SIE | Securities Industry Essentials Examination | 12 February 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Patty Sui Bartholomew
- CRD
- 7086050
- Firm
- Harold W. Dance · CRD 1582
- Office
- 72 E CENTER STREET, Logan, UT 84321
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- harolddance.com
Where does Patty Bartholomew work?
Patty Bartholomew is an investment adviser representative registered through Harold W. Dance Inc. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Patty Bartholomew a financial advisor?
Yes. Patty Bartholomew has a current investment-adviser registration in Utah, through Harold W. Dance since January 2024.
How many years of experience does Patty Bartholomew have?
Patty Bartholomew has 7 years in the financial industry, since April 2019, across 2 adviser firms.
What exams has Patty Bartholomew passed?
Patty Bartholomew has passed 5 licensing exams: the SIE, Series 63, Series 6TO, Series 65 and Series 7TO. The earliest, the SIE, was passed in February 2019.
Where did Patty Bartholomew work before Harold W. Dance?
Before Harold W. Dance, Patty Bartholomew was registered through Parsonex Advisory Services, Inc., May 2022 to January 2024.
Where is Patty Bartholomew based?
Patty Bartholomew’s registered office is in Logan, UT.
Is Patty Bartholomew registered with FINRA?
Yes. Patty Bartholomew has a current broker registration, under CRD 7086050.
Source: FINRA BrokerCheck
How can I verify Patty Bartholomew’s record?
Search CRD 7086050 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patty Bartholomew’s full registration record.