Patrick Joseph Connelly

Current Employers

Employment History

• 06/2015 → 08/2019
  Minnesota Life Insurance Company
  St Paul, MN
• 10/2015 → 08/2019
  Pioneer Financial Group
  Warwick, RI
• 06/2015 → 08/2019
  Securian Financial Services, Inc
  St Paul, MN
• 08/2019 → Present
  Raymond James Financial Services, Inc.
  Westerly, RI
• 08/2019 → Present
  New England Professional Planning Group
  Westerly, RI

Previous Registrations

• 2015-10-21 → 2019-08-16
  Securian Financial Services, Inc.
  Warwick, RI

Other Businesses

(1)Name of Business: Professional Planning Group Address: 9 Granite St, Westerly, RI, 02891-2207, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trading, client service, client reviews (2)Name of Business: Westerly Education Endowment Fund Address: 122 Granite St, Westerly, RI, 02891, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 05/10/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member & Finance Committee Member - review and vote upon initiatives by local teachers, professionals, and community members to provide grants for enhanced educational experiences to Westerly students. Finance committee member duties include more detailed discussions regarding organization books and records, cash flow statements, balance sheets, etc.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-13