Patrick James Mcgarry

Current Employers

Employment History

• 07/2002 → Present
  Raymond James Financial Services, Inc.
  Ogden, UT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Ogden, UT
• 06/2021 → 08/2024
  Retirement Healthcare Solutions, Llc
  South Ogden, UT

Other Businesses

(1)Name of Business: M2 Wealth Advisors Address: 952 Chambers St Ste 3, South Ogden, UT, 84403-5107, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am the managing partner for McGarry Retirement Solutions an LLC which we run our practice and pay our staff. We have a DBA: M2 Wealth Advisors (2)Name of Business: McGarry Investments LLC Address: 952 Chambers St Ste 3, South Ogden, UT, 84403, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/14/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner and Owner of an LLC, through which, I own my Building for operating our current business. I keep the books and write checks as needed. In addition to other ongoing business operations that are required to maintain the LLC\n (3)Name of Business: McGarry Retirement Solutions Address: 952 Chambers St Ste 3, South Ogden, UT, 84403, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 06/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As a part of our comprehensive financial planning services, we referral clients to a Medicare partner, who helps to educate, enroll, and provide ongoing monitoring for clients regarding their Medicare healthcare insurance needs. (4)Name of Business: McGarry Retirement Solutions Address: 952 Chambers St Ste 3, South Ogden, UT, 84403, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I set this LLC up to receive my 1099 income from RJFS and also to run my practice (Hire staff, pay staff & provide them their benefits). We hold out the name - M2 Wealth Advisors to our clients & potential clients, as a DBA only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-05
• S63 Uniform Securities Agent State Law Examination
  2002-08-21