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Patrick M Randall

Bulldog Financial Planning LLC

Cumberland, RI

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Current Employers
Bulldog Financial Planning Llc

Cumberland, RI • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-01
RI RA APPROVED 2022-03-29
  • MA RA
    APPROVED
    Since 2022-06-01
  • RI RA
    APPROVED
    Since 2022-03-29

Branch Locations

Cumberland, RI • 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
Fidelity Brokerage Services Llc Merrimack NH 01/2008 10/2018
Fidelity Investment (National Financial Services, Llc) Smithfield RI 10/2018 01/2022
Bulldog Financial Planning Cumberland RI 01/2022 Present
  • 01/2008 → 10/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 10/2018 → 01/2022
    Fidelity Investment (National Financial Services, Llc)
    Smithfield, RI
  • 01/2022 → Present
    Bulldog Financial Planning
    Cumberland, RI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-06-05
  • S63 Uniform Securities Agent State Law Examination
    2007-06-05
Designations
Other Names
  • Patrick Randall

View on SEC IAPD

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