Elizabeth O'REilly Pate

Current Employers

Employment History

• 04/2008 → 03/2017
  Metlife Securities
  Fredericksburg, VA
• 03/2017 → 11/2024
  Mml Investors Services, Llc
  Fredericksburg, VA
• 07/2016 → 11/2024
  Massmutual Life Insurance Company
  Fredericksburg, VA
• 11/2024 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 11/2024 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Previous Registrations

• 2017-03-25 → 2024-11-11
  Mml Investors Services, Llc
  Fredericksburg, VA
• 2010-10-07 → 2017-03-25
  Msi Financial Services, Inc.
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ELEVATE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 1340 CENTRAL PARK, BLVD #202, FREDERICKSBURG, VA 22401 | START DATE: 11/07/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 120 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY P&C Brokerage | INVESTMENT RELATED: NO | DBA NAME: RISK PROTECTION SERVICES | POSITION HELD: BROKER | ADDRESS: 1340 CENTRAL PARK BLVD #202, FREDERICKSBURG, VA 22401 | START DATE: 07/01/2017 | NATURE OF ACTIVITY: PROPERTY AND CASUALTY INSURANCE | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: P&C INSURANCE SALES AND SERVICE 3) NAME OF ACTIVITY RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: OWNER | ADDRESS: 313 S JAMES ST, ASHLAND, VA 23005 | START DATE: 06/01/2016| NATURE OF ACTIVITY: RENTAL PROPERTY | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Maintain and manage property; collect rents, pay property taxes, identify renters 4) NAME OF ACTIVITY NATIONAL ASSOC OF INSURANCE AND FINANCIAL ADVISORS | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: BOARD MEMBER | ADDRESS: 3108 N PARHAM RD #100A, HENRICO, VA 23294 | START DATE: 06/01/2008 | NATURE OF ACTIVITY: ADVOCATE FOR A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT, ENHANCE BUSINESS AND PROFESSIONAL SKILLS AND PROMOTE ETHICAL CONDUCT | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Board Member, attend membership meetings, develop continuing education courses, promote membership

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-21
• S63 Uniform Securities Agent State Law Examination
  2004-03-17

Other Names

• Betsy O'REilly
• Elizabeth A O'REilly
• Betsy O'REilly Pate
• Betsy O Pate
• Elizabeth O'REilly Pate