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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Patten Group invest in?","answer":"At the end of its last fiscal year, The Patten Group’s separately managed accounts held 49% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% state and local bonds, 2% U.S. government and agency bonds and 1% other. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}