Patrick William Mendoza

Current Employers

Employment History

• 08/2023 → 08/2025
  Lpl Financial Llc
  Corona, CA
• 04/2023 → 08/2023
  Unemployed
  Eastvale, CA
• 11/2016 → 04/2023
  Western University Of Health Sciences
  Pomona, CA
• 08/2010 → 11/2016
  Northstar Life Services
  Irvine, CA
• 09/2023 → 08/2025
  Mariner Independent Advisor Network, Llc
  Corona, CA
• 08/2025 → Present
  Osaic Wealth, Inc
  Corona, CA

Other Businesses

1) 11/2023 - Simplified Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) SIMPLIFIED WEALTH MANAGEMENT POSITION: Licensed Admin NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 108 START DATE: 09/01/2023 ADDRESS: 391 N Main St, Suite 107, Corona CA 92878, United States DESCRIPTION: Support advisors with managing client accounts. 3) THE PAC TRUST POSITION: Grantor and trustee NATURE: Personal family trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2022 ADDRESS: 7489 Lower Creek St, Eastvale CA 92880, United States DESCRIPTION: I'm the grantor and trustee of this family trust.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-18
• S63 Uniform Securities Agent State Law Examination
  2007-06-01

Other Names

• Patrick Mendoza