Patrick Rheagan Shields

Current Employers

Employment History

• 03/2013 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 04/2013 → Present
  Gcg Wealth Management
  Charlotte, NC
• 03/2019 → 04/2021
  Woodbury Financial Services, Inc.
  Lake Charles, LA
• 03/2019 → 04/2021
  Woodbury Financial Services, Inc.
  Lake Charles, LA
• 04/2021 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2019-03-01 → 2021-04-06
  Woodbury Financial Services, Inc.
  Lake Charles, LA
• 2013-05-08 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Lake Charles, LA
• 2012-11-15 → 2013-05-08
  Securian Financial Services, Inc.
  Lake Charles, LA

Other Businesses

1. S5 FARMS LLC. POSITION: Managing Member. NATURE: Raising and selling of cattle - mostly as a hobby/2nd business for outside enjoyment. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2015 ADDRESS: 2383 Denison Rd, Iowa LA 70647, united States DESCRIPTION: Basic maintenance of a cattle operation of a hobby farmer, grass mowing, cattle moving, etc. 2. FIRST UNITED METHODIST CHURCH OF IOWA, LA POSITION: Finance Committee Chairman NATURE: Administrative Board for the Church, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 301 S. Kinney Ave, Iowa LA 70647, United States DESCRIPTION: Assist in creating annual budget and submitting documents for annual apportionments. Meet bi-monthly for review and future planning. 3. IOWA RABBIT FESTIVAL, INC POSITION: Vice President NATURE: Non-profit 501c3 organization that operates an annual festival to raise money for non-profit clubs, religious organizations, Boy Scouts, and scholarships for graduating seniors - all from the Town of Iowa, LA. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2008 ADDRESS: PO Box 665, Iowa LA 70647, United States DESCRIPTION: Assist with operating an annual festival, coordinating materials needed, insurance for the event, setup and anything else that may need to be done. 4. TERRELL AND ASSOCIATES, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2010 ADDRESS: 625 W. College St., Lake Charles LA 70605, United States DESCRIPTION: Investment, Retirement, Life Insurance, Disability, and Annuities

Exams

• S66 Uniform Combined State Law Examination
  2012-10-23

Other Names

• Rhea Shields