Patrick W Jordan

Current Employers

Fmsa

Delray Beach, FL • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2019-11-14

LA RA
APPROVED

Since 2019-11-14

Branch Locations

Delray Beach, FL • 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
Louisiana National Guard	Abbeville	LA	03/2009	Present
Terry Romero Wofford Ins Agency	Lafayette	LA	11/2013	02/2017
State Farm Vp Management Corp.	Lafayette	LA	02/2014	02/2017
Fmsa	Lafayette	LA	02/2017	Present
Compass Insurance Advisors	Lafayette	LA	02/2017	Present

03/2009 → Present

Louisiana National Guard

Abbeville, LA
11/2013 → 02/2017

Terry Romero Wofford Ins Agency

Lafayette, LA
02/2014 → 02/2017

State Farm Vp Management Corp.

Lafayette, LA
02/2017 → Present

Fmsa

Lafayette, LA
02/2017 → Present

Compass Insurance Advisors

Lafayette, LA

Other Businesses

LOUISIANA ARMY NATIONAL GUARD; NON INVESTMENT RELATED; 1806 SURREY ST,LAFAYETTE,LA,70508; MILITARY; EMPLOYEE; 2/27/2009; 48 HR/MO; SOLDIER. Fixed Insurance Sells, started 11/2013 10 / hours a month. Property and Casualty Insurance Sells started 02/2014, 20 hours a month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-14

S65 Uniform Investment Adviser Law Examination

2019-11-14