Patrick Joseph Hart

Current Employers

Employment History

• 02/2016 → 10/2017
  Orchard Securities, Llc
  Ft. Lauderdale, FL
• 01/2018 → 05/2018
  Ipi Wealth Management, Inc.
  Delray Beach, FL
• 01/2018 → 05/2018
  Investment Planners, Inc.
  Delray Beach, FL
• 05/2018 → 04/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2018 → 04/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2026 → Present
  Lpl Financial Llc
  Ponte Vedra, FL
• 10/2017 → 01/2018
  Unemployed
  Ft. Lauderdale, FL

Previous Registrations

• 2018-05-01 → 2026-04-30
  Cambridge Investment Research Advisors, Inc.
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Boca Raton, FL
• 2018-03-05 → 2018-05-08
  Ipi Wealth Management, Inc.
  Delray Beach, FL
  Lake Worth, FL

Other Businesses

1. 4/2026 - Concierge Capital Management LLC - Business Owner - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - Jacksonville FL 32224 - OBA Start date: 12/18/2017 2. 4/2026 - Concierge Financial Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - Jacksonville FL 32224 - OBA Start date: 4/30/2026 3. 4/2026 - Edison Risk - Non-Variable Insurance - INV REL - 1Hour(s)/Month - 1 Hour(s) During Trading - Delray Beach FL 33444 - OBA Start date: 03/27/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-22
• S63 Uniform Securities Agent State Law Examination
  2008-09-15

Designations

Other Names

• Patrick J Hart
• Patrick Hart