Patrick Allen Franck

Current Employers

Employment History

• 01/2011 → 03/2019
  Foresters Financial Services
  Beaverton, OR
• 02/2016 → 03/2019
  Foresters Advisory Services Llc
  Beaverton, OR
• 03/2019 → 01/2024
  Woodbury Financial Services Inc
  Portland, OR
• 01/2024 → Present
  Osaic Wealth, Inc.
  Vancouver, WA

Previous Registrations

• 2019-03-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Portland, OR
  Vancouver, WA
• 2016-03-04 → 2019-03-14
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

1) INSTACART POSITION: Instacart Shopper NATURE: Corporation and I will be an employee of them INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1800 ADDRESS: 50 Beale Suite 600, San Francisco CA 94107, United States DESCRIPTION: Will do grocery shopping for people and deliver it to their houses. 2) ABUNDANCE WEALTH ADVISORS POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2020 ADDRESS: 222 NE Everett St Ste 209, suite 254, Camas WA 98607, United States DESCRIPTION: Establishing new DBA for continuing comprehensive financial planning firm affiliated with Osaic Wealth. Personal holistic financial planning for individuals, families, small businesses and nonprofits. Offering investment management and insurance products. 3) THIRDSTONE POSITION: Bartender NATURE: Helped out with Bartending at Seattle Pride and Bumbershoot INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: 305 Harrison St, Seattle WA 98109, United States DESCRIPTION: Helped out with Bartending at Seattle Pride and Bumbershoot

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-06
• S63 Uniform Securities Agent State Law Examination
  2011-02-28

Designations