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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-01-05 |
Branch Locations
810 Catoctin Circle Ne, Leesburg, VA 20176 • United States
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management | Mclean | VA | 01/2012 | Present |
| Patrick T. Brosnan & Associates, Llc | Leesburg | VA | 01/2016 | Present |
| Patrick T. Brosnan Insurance | Leesburg | VA | 12/2014 | Present |
1) Name of Business: Patrick T. Brosnan & Associates, LLC Investment-related:No Address: 810 CATOCTIN CIRCLE, NE LEESBURG, VA 20176 Nature of the other business: Tax Preparation and accounting services Position, title, or relationship with the other business: Principal Start date: 1/1/16 Approximate # of hours/month you devote to the other business: 40 Approximate # of hours/month you devote to the other business during securities trading hours: 24 Describe your duties relating to the other business: preparation of tax returns and related accounting 2) Name of Business: Patrick Brosnan Investment-related: Yes Address: . 810 CATOCTIN CIRCLE NE, LEESBURG, VA 20176 Nature of the other business: INSURANCE SALES Position, title, or relationship with the other business: Insurance Sales Rep Start date: 12/01/2014 Approximate #of hours/month you devote to the other business: 1 Approximate # of hours/month you devote to the other business during securities trading hours: 1 Describe your duties relating to the other business: selling LIFE, DISABILITY, HEALTH AND LONG-TERM CARE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-22 |
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