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Patrick William Breen

Truist Advisory Services, Inc.

Richmond, VA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-24
NJ RA APPROVED 2024-07-29
  • VA RA
    APPROVED
    Since 2025-07-24
  • NJ RA
    APPROVED
    Since 2024-07-29

Branch Locations

1001 Semmes Ave Fl 3, Richmond, VA 23224 • 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
Ubs Financial Services Weehawken NJ 04/2012 06/2024
Truist Investment Services, Inc. Ewing NJ 07/2024 07/2025
Truist Advisory Services, Inc. Ewing NJ 07/2024 07/2025
Truist Investment Services, Inc. Richmond VA 07/2025 Present
Truist Advisory Services, Inc. Richmond VA 07/2025 Present
  • 04/2012 → 06/2024
    Ubs Financial Services
    Weehawken, NJ
  • 07/2024 → 07/2025
    Truist Investment Services, Inc.
    Ewing, NJ
  • 07/2024 → 07/2025
    Truist Advisory Services, Inc.
    Ewing, NJ
  • 07/2025 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 07/2025 → Present
    Truist Advisory Services, Inc.
    Richmond, VA
Previous Registrations
  • 2015-05-29 → 2024-06-25
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    North Caldwell, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-22
  • S66 Uniform Combined State Law Examination
    2015-05-22

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

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