Inactive

Patrick Jeffrey Hager

Theta Wealth Partners

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Current Employers

Theta Wealth Partners

60606, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-08-25
IL	RA	APPROVED	2026-06-15
TX	RA	APPROVED_RES	2026-06-11

MN RA
APPROVED

Since 2026-08-25
IL RA
APPROVED

Since 2026-06-15
TX RA
APPROVED_RES

Since 2026-06-11

Branch Locations

60606, Chicago, IL 60606 • 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

Organization	City	State	From	To
Oppenheimer & Co. Inc.	Chicago	IL	03/2012	Present
Theta Wealth Partners Llc	Frankfort	IL	06/2026	Present

03/2012 → Present

Oppenheimer & Co. Inc.

Chicago, IL
06/2026 → Present

Theta Wealth Partners Llc

Frankfort, IL

Previous Registrations

2012-03-21 → 2026-06-18

Oppenheimer & Co. Inc.

Chicago, IL

Minneapolis, MN

Chicago, IL

Lake Forrest, IL

Chicago, IL

Frankfort, IL
2005-04-11 → 2007-08-15

Oppenheimer & Co. Inc.

Chicago, IL

Chicago, IL

Other Businesses

-Independent licensed insurance agent

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-24

S66 Uniform Combined State Law Examination

2012-08-24

Designations

View on SEC IAPD

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