Patrick Thomas English

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 09/2016
  Wells Fargo Advisors Llc
  Waltham, MA
• 09/2016 → 04/2021
  Voya Financial Advisors, Inc.
  Leominster, MA
• 04/2021 → Present
  Lpl Financial, Llc
  Leominster, MA

Previous Registrations

• 2016-09-12 → 2021-05-03
  Voya Financial Advisors, Inc.
  Danvers, MA
  Rutland, MA
  Leominster, MA
• 2010-05-04 → 2016-09-15
  Wells Fargo Clearing Services, Llc
  Waltham, MA
  Worcester, MA

Other Businesses

1) 9/2016 - DBA for LPL Business (entity for LPL business) - Greenbridge Innovative Advisors - Investment Related - 100% - Leominster, MA 01453 2) 1/2020 - Non-Variable Insurance - Greenbridge Innovative Advisors - Investment Related - 100% - Leominster, MA 01453

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-07
• S63 Uniform Securities Agent State Law Examination
  1996-09-27