Patrick Widney Lodewick

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 → Present
  Lpl Financial Llc
  Dallas, TX

Previous Registrations

• 1997-03-10 → 2009-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

1. 8/17/2018 - Lodewick Properties LLC - Investment Related - 9146 Villa Park Circle, Dallas TX 75225 - Real Estate Rental - Start Date:07/12/2018 - 1 Hours Per Month/0 Hours During Trading. 2. 8/17/2018 - Lodewick LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:05/25/2018 - 2 Hours Per Month/0 Hours During Trading. 3. 5/21/2019 - Denton 35-West Joint Venture - Not Investment Related - Location/Address: Providing any services. - Business Entity For Tax/Investment Purposes Only - Partner - Start Date: 05/01/2019 - 0 Hours Per Month/0 Hours During Securities Trading - Not providing any services / Will just receive a K-1 if the partnership has any yearly income. 4. 1/6/2021 - Clayton Investment Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/17/2020 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-21
• S63 Uniform Securities Agent State Law Examination
  1997-03-05

Other Names

• Patrick W Lodewick