Patrick Michael Dunn

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 01/2025
  Lincoln Financial Advisors
  Silver Spring, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Silver Spring, MD

Previous Registrations

• 2014-11-03 → 2025-01-24
  Osaic Fa, Inc.
  West Friendship, MD
  Silver Spring, MD
  Blue Bell, PA
  Silver Spring, MD
  Silver Spring, MD
• 2012-03-29 → 2014-11-13
  New England Securities
  Elkridge, MD
  Rockville, MD

Other Businesses

1) PATRICK DUNN JR DBA COPPER DUNN COMPANY 10 POST OFFICE ROAD SUITE 231 SILVER SPRING MD 20910 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: ENTITY OFFERING GROUP INSURANCE /EMPLOYEE BENEFITS, ACCIDENT AND HEALTH INSURANCE, COMMISSION -BASED GROUP BENEFITS, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE START DATE: 08/01/2017 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 65 2) COPPER DUNN POSITION: Owner NATURE: OFFER EMPLOYEE BENEFITS (I.E. GROUP INSURANCE), ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 08/01/2017 ADDRESS: 10 POST OFFICE ROAD, SUITE 231, SILVER SPRING MD 20910, United States DESCRIPTION: OFFER EMPLOYEE BENEFITS (I.E. GROUP INSURANCE), ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE 3) PATRICK M. DUNN POSITION: Trustee Member NATURE: I was invited to serve on the Board of Trustees at St. Joseph's Collegiate Institute in Buffalo NY. The trustee position is UNPAID and strictly in a volunteer capacity. I intend to accept the trustee position. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2025 ADDRESS: 845 KENMORE AVE, BUFFALO NY 14223, United States DESCRIPTION: My role and responsibilities will be to support the office of President at St. Joseph's Collegiate Institute with the long-term planning, decision making, and initiatives to successfully operate an independent Catholic High School in Buffalo NY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-07
• S63 Uniform Securities Agent State Law Examination
  2008-05-21