Patrick Andrew Ungashick

Current Employers

Employment History

• 02/2004 → Present
  Persium Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2004-03-19 → 2010-04-19
  Securian Financial Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-04-23 → 2004-02-17
  Msi Financial Services, Inc.
  Atlanta, GA

Other Businesses

1. CAMARILLO PRESS, ATLANTA, GA; NOT INVEST. RELATED; SELF-PUBLISHING - DANCE IN THE END ZONE; 1/2009 TO PRESENT; 2 TO 4 HRS/MTH WITH 0 HRS/MTH DURING TRADING HRS. 2. BOOKLOGIX, ATLANTA, GA; NOT INVEST. RELATED; SELF-PUBLISHING - A TALE OF TWO OWNERS; 11/2016 TO PRESENT; 2 TO 4 HRS/MTH WITH 0 HRS/MTH DURING TRADING HRS. 3. NAVIX HOLDINGS, LLC; NOT INVESTMENT RELATED; 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328; DEVELOPS EXIT PLANNING TOOLS THAT ARE LEASED TO PERSIUM CONSULTING, LLC.; OWNER; DEC 2014 TO PRESENT; LESS THAN 20 HRS/MTH, ALL DURING TRADING HOURS. 4. ASCENT ADVISORY PARTNERS, LLC; NOT INVESTMENT RELATED; 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328; PROVIDES MERGER AND ACQUISITION AND STRATEGIC ADVISORY SERVICES TO FAMILY AND FOUNDER-OWNER COMPANIES; OWNER; SEPT 2019 TO PRESENT; LESS THAN 20 HRS/MTH, ALL DURING TRADING HOURS. 5. PALMARES CAPITAL PARTNERS, LLC; INVESTMENT RELATED; 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328; PROVIDES INVESTMENT CAPITAL TO LOWER MIDDLE MARKET COMPANIES; OWNER; 2015 TO PRESENT; LESS THAN 5 HRS/MTH, ALL DURING TRADING HOURS. 6. FAST COMPANY PRESS, ATLANTA, GA; NOT INVEST. RELATED; PUBLISHING - A DAY FOR LEADERSHIP; 06/2025 TO PRESENT; 2 TO 4 HRS/MTH WITH 0 HRS/MTH DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1998-02-23