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Patrick David Mcandrew

Core Planning

La Verne, CA

Ofallon, MO

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-01-05
  • MO RA
    APPROVED
    Since 2023-01-05

Branch Locations

La Verne, CA • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Army Reserve Los Alamitos CA 03/1996 Present
Minnesota Life St. Paul MN 05/2014 08/2020
Securian Financial Services Inc. St. Paul MN 07/2020 09/2020
Lpl Financial Llc San Mateo CA 08/2020 12/2022
Core Planning Saint Louis MO 12/2022 Present
Jackson & Jackson Insurance Agents & Brokers San Dimas CA 03/2023 Present
Mcqueen Kalligan Insurance Services San Diego CA 04/2022 Present
  • 03/1996 → Present
    U.S. Army Reserve
    Los Alamitos, CA
  • 05/2014 → 08/2020
    Minnesota Life
    St. Paul, MN
  • 07/2020 → 09/2020
    Securian Financial Services Inc.
    St. Paul, MN
  • 08/2020 → 12/2022
    San Mateo, CA
  • 12/2022 → Present
    Saint Louis, MO
  • 03/2023 → Present
    Jackson & Jackson Insurance Agents & Brokers
    San Dimas, CA
  • 04/2022 → Present
    Mcqueen Kalligan Insurance Services
    San Diego, CA
Previous Registrations
  • 2020-08-19 → 2022-12-19
    San Mateo, CA
    San Mateo, CA
    Roseville, CA
  • 2015-05-06 → 2020-09-08
    Securian Financial Services, Inc.
    San Mateo, CA
  • 2007-11-02 → 2009-12-09
    Investment Advisors International, Inc.
    Chino Hills, CA
Other Businesses

1) US Army Reserve; Not Investment Related: 1891 Gettysburg Drive, Los Alamitos, CA 93440; Military; Platoon Sergeant; Start Date - 03/01/1996; 2) McQueen Kalligan Insurance Services; Not Investment Related; 1455 Frazee Road, # 500, Sa Diego CA 92108; Non-Variable Insurance; Agent; Start Date - 04/26/2022; 5 hours per month; 5 hours per month during securities trading hours; Insurance Agent. 3) Jackson & Jackson Insurance Agents & Brokers; Not Investment Related; 302 E. Foothilll Blvd., San Dimas, CA 91773; Insurance; Insurance Agent; Start Date - 03/22/2023; 20 hours per month; 10 hours per month during securities trading hours; Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-18
S63 Uniform Securities Agent State Law Examination 2002-11-25
  • S65 Uniform Investment Adviser Law Examination
    2015-03-18
  • S63 Uniform Securities Agent State Law Examination
    2002-11-25

View on SEC IAPD

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