Patrick Timothy Freeman

Current Employers

Employment History

• 04/2006 → 12/2021
  Freeman Wealth Management Llc
  Dallas, TX
• 05/2021 → 04/2022
  Heritage Wealth Management, Llc
  Amarillo, TX
• 04/2022 → 01/2025
  Rfg Advisory, Llc Dba Freeman Wealth Management
  Dallas, TX
• 01/2025 → Present
  Freeman Wealth Management
  Dallas, TX

Previous Registrations

• 2022-04-18 → 2025-01-30
  Rfg Advisory, Llc
  Amarillo, TX
  Dallas, TX
• 2021-05-28 → 2022-04-20
  Heritage Wealth Management, Llc
  Phoenix, AZ
  Amarillo, TX
• 2006-06-02 → 2021-12-31
  Freeman Wealth Management Llc
  Dallas, TX
  Dallas, TX
  Amarillo, TX
  Dallas, TX
• 2006-01-24 → 2006-05-18
  Northwestern Mutual Investment Services, Llc
  Ft Worth, TX
  Fort Worth, TX

Other Businesses

1.) Independent Insurance Agent; Investment Related; Amarillo, TX; Less than 16 hours/month with all hours during securities trading hours. 2. PHF Diversified Holdings, LLC is not an investment-related entity, located in Amarillo, Texas. The entity is a holding company used for Mr. Freeman's self directed solo 401K. This business is not held out to clients or the general public. Mr. Freeman is the Founder effective April 2016. Mr. Freeman devotes a negligible amount of time to this business entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1997-01-28

Designations