Patrick Joseph Cloonan

Current Employers

Employment History

• 06/2006 → Present
  Independent Insurance Agent
  Lancaster, PA
• 08/1999 → Present
  Lancaster-Lebanon Piaa Association
  Lancaster, PA
• 08/2012 → Present
  Comprehensive Financial Planning
  East Petersburg, PA

Previous Registrations

• 2012-08-23 → 2015-10-02
  Fsc Securities Corporation
  East Petersburg, PA
• 2012-01-25 → 2012-05-30
  J. W. Cole Advisors, Inc.
  Lancaster, PA
  Tampa, FL
• 2010-07-19 → 2012-01-23
  Pelion Investment Advisors, Inc.
  Tampa, FL
• 2007-10-02 → 2010-07-01
  Workman Securities Corporation
  Harrisburg, PA
  Eden Prairie, MN
  Lancaster, PA
• 2007-09-12 → 2007-10-12
  Transamerica Financial Advisors, Llc
  Lancaster, PA
  Harrisburg, PA
  Lancaster, PA

Other Businesses

1) INVESTMENT ADVISORY SERVICES PROVIDED THROUGH COMPREHENSIVE FINANCIAL PLANNING, AN SEC-REGISTERED INVESTMENT ADVISER, AS AN INVESTMENT ADVISER REPRESENTATIVE; 2) INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 3) LANCASTER-LEBANON PIAA ASSOCIATION, 1020 STELRING PL, LANCASTER, PA 17601, BASKETBALL REFEREE (INDEPENDENT CONTRACTOR), 1999-PRESENT, 6 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT SECURITIES RELATED; 4) Manheim Township Class of 1987 Treasure Not for Profit organization 2019-Present 1-2 Hours handling monetary component of reunions. 5) Patrick J. Cloonan, Jr. CDFA (Certified Divorce Financial Analyst) - Creative Divorce Solutions, LLC - Divorce Consulting, helping regarding financial component of divorces START DATE: 5/17/2019 ADDRESS: 5995 Lemon St., East Petersburg, PA 17520

Exams

• S66 Uniform Combined State Law Examination
  2006-05-23
• S65 Uniform Investment Adviser Law Examination
  2000-10-16
• S63 Uniform Securities Agent State Law Examination
  1996-10-30

Designations

Other Names

• Patrick Joseph Cloonan
• Pat Cloonan