Best Investors Account Sign in

Patrick Martin Edwards

Usi Advisors

Cincinnati, OH

Glastonbury, CT

Claim This Profile
Current Employers
Usi Advisors

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-07-15
  • OH RA
    APPROVED
    Since 2016-07-15

Branch Locations

312 Elm Street 24Th Floor, Cincinnati, OH 45202 • United States

95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • 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
Usi Consulting Group Glastonbury CT 06/2016 Present
Usi Securities Glastonbury CT 07/2016 Present
Usi Advisors Glastonbury CT 07/2016 Present
  • 06/2016 → Present
    Usi Consulting Group
    Glastonbury, CT
  • 07/2016 → Present
    Usi Securities
    Glastonbury, CT
  • 07/2016 → Present
    Usi Advisors
    Glastonbury, CT
Previous Registrations
  • 2010-08-13 → 2012-10-23
    Herbst Financial Advisors, Inc.
    Plainfield, IL
  • 2010-01-12 → 2012-08-14
    Lpl Financial Llc
    Plainfield, IL
  • 2008-01-16 → 2008-03-07
    Edward Jones
    Naperville, IL
    St Louis, MO
Other Businesses

AUTHOR: NON INVESTMENT RELATED: HOURS/MONTH: 40; DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-04
  • S66 Uniform Combined State Law Examination
    2008-01-04

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor