Patrick Paul Burgess

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial, Llc
  Columbia, SC
• 05/2012 → Present
  Davinci Financial Designs, Llc
  Columbia, SC

Previous Registrations

• 2005-09-02 → 2012-05-07
  First Command Brokerage Services, Inc.
  Columbia, SC
  Columbia, SC
• 2005-01-04 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1. 05/04/2012: REAL ESTATE RENTAL - RENTAL PROPERTY LOCATED AT 4107 LANTANA DR., COLUMBIA, SC 29205. - 1% OF TIME - COLUMBIA, SC. 2. 05/04/2012: OTHER-SHELL ACCOUNT - BURGESS PARTNERS, LLC - THE LLC IS A BUSINESS ENTITY DESIGNED TO HOUSE MY BUSINESS ACTIVITIES AND OBLIGATIONS WHILE SEPARATING THEM FROM MY PERSONAL OBLIGATIONS, AS WELL AS PROVIDE ADDITIONAL LIABILITY PROTECTION. - COLUMBIA, SC. 3. 05/04/2012: NON-VARIABLE INSURANCE DBA - DAVINCI RISK DESIGNS - SALES OF FIXED LIFE, DISABILITY, UL, INDEXED UL, TERM, AND LONG TERM CARE INSURANCE. - TIME SPENT 15% - COLUMBIA, SC. 4. 6/5/2012: REGISTERED INVESTMENT ADVISOR - DAVINCI FINANCIAL DESIGNS, LLC - FINANCIAL PLANNING, ASSET MANAGEMENT, RISK MANAGEMENT. - DAVINCI FINANCIAL DESIGNS - TIME SPENT 98% - COLUMBIA, SC. 5. 1/16/2013: DBA ONLY - DAVINCI FINANCIAL DESIGNS - DBA NAME FOR B/D ACTIVITY. - TIME SPENT 5% - COLUMBIA, SC. 6. 08/11/2015 - REAL ESTATE RENTAL - NOT INV REL - 936 PRENTICE AVE, COLUMBIA, SC 29205 -- MANAGED FROM MY HOME, AT 1413 MAPLE ST, COLUMBIA SC 29205 - START 08/01/2006 - 2 HRS/MO DURING SECS TRDG HRS. 7. 10/3/2019 - DaVinci Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2019 - 8 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-29
• S63 Uniform Securities Agent State Law Examination
  1999-11-30

Designations