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Patrick Joseph Finneran

The Joseph Group Capital Management

Columbus, OH

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Current Employers
The Joseph Group Capital Management

605 South Front Street Suite 100, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-31
  • OH RA
    APPROVED
    Since 2024-07-31

Branch Locations

605 South Front Street Suite 100, Columbus, OH 43215 • 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
St. Charles Preparatory School Bexley OH 02/2012 09/2017
Hamilton Capital Management Inc Columbus OH 05/2015 09/2017
Hamilton Capital Management, Inc Columbus OH 10/2017 10/2021
Facet Wealth Baltimore MD 11/2021 07/2024
Facet Wealth Baltimore MD 11/2021 07/2024
The Joseph Group Capital Management Columbus OH 07/2024 Present
  • 02/2012 → 09/2017
    St. Charles Preparatory School
    Bexley, OH
  • 05/2015 → 09/2017
    Hamilton Capital Management Inc
    Columbus, OH
  • 10/2017 → 10/2021
    Hamilton Capital Management, Inc
    Columbus, OH
  • 11/2021 → 07/2024
    Facet Wealth
    Baltimore, MD
  • 11/2021 → 07/2024
    Facet Wealth
    Baltimore, MD
  • 07/2024 → Present
    The Joseph Group Capital Management
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-21
S63 Uniform Securities Agent State Law Examination 2011-10-14
  • S65 Uniform Investment Adviser Law Examination
    2013-10-21
  • S63 Uniform Securities Agent State Law Examination
    2011-10-14
Designations
Other Names
  • Patrick J Finneran

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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