Charles Howard Fitzpatrick

Current Employers

Employment History

• 12/1999 → Present
  Benefit Financial Services
  Myrtle Beach, SC
• 10/2008 → 11/2017
  Invest Financial Corp
  Tampa, FL
• 12/2017 → 02/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2023 → Present
  Silver Oak Securities
  Jackson, TN
• 02/2023 → 12/2025
  United Advisor Group
  Cincinnati, OH

Previous Registrations

• 2023-02-28 → 2025-12-09
  United Advisor Group
  Cincinnati, OH
  Surfside Beach, SC
  Cincinnati, OH
• 2017-12-01 → 2023-02-20
  Cambridge Investment Research Advisors, Inc.
  Myrtle Beach, SC
• 2008-10-15 → 2017-12-05
  Invest Financial Corporation
  Appleton, WI
  Myrtle Beach, SC
• 2008-09-23 → 2008-10-22
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2007-05-04 → 2007-09-14
  Southeast Investments, N.C. Inc
  Surfside Beach, SC
• 2005-07-26 → 2006-12-15
  Mutual Service Corporation
  Surfside Beach, SC

Other Businesses

1). "Benefit Insurance Services, Inc",Is Not Investment Related,"100 Sutter Dr, Ste 105B, Surfside Beach, SC, 29575, United States",Life and Health and Medicare sales,President,1/1/2000,40 hours per month,0 hours per month during trading hours,Salary Compensation,"Selling Medicare Supplement policies, Medicare Advantage, Prescription Drug plans, Life and ACA health insurance." 2). "Benefit Financial Services, LLC",Is Investment Related,"100 Sutter Drive, Ste 105C, Surfside Beach, SC, 29575, United States",Financial Advise,Senior Partner with wife only,1/1/2000,80 hours per month,20 hours per month during trading hours,Commission Compensation,Acquiring clients seminars paperwork study time client appointments etc 3). The Benefitz Group (trademark),Is Not Investment Related,"100 Sutter Dr, Ste105, Surfside Beach, SC, 29575, United States",trade mark name only,owner,1/1/2021,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Trade mark name only 4). What Mortgage Fitz LLC,Is Investment Related,"100 Sutter Drive, Suite 105A, Surfside Beach, SC, 29575, United States",Home Loan Mortgage Originator,Mortgage Broker DCA,8/7/2023,25 hours per month,120 hours per month during trading hours,Commission Compensation,Find and provide Mortgages to home buyers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-19
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Other Names

• Charles Howard Fitzpatrick
• Chuck Fitzpatrick