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Patrick Ryan Mcdowell

Mariner

Miramar Beach, FL

CRD 5940329

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-05
TX RA APPROVED 2022-03-01
  • FL RA
    APPROVED
    Since 2022-04-05
  • TX RA
    APPROVED
    Since 2022-03-01

Branch Locations

13330 Emerald Coast Parkway West, Miramar Beach, FL 32550 • 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
Arbor Wealth Management, Llc Miramar Beach FL 06/2011 02/2022
Arbor Wealth Management, Llc Miramar Beach FL 05/2010 02/2022
Mariner Wealth Advisors Miramar Beach FL 03/2022 Present
  • 06/2011 → 02/2022
    Arbor Wealth Management, Llc
    Miramar Beach, FL
  • 05/2010 → 02/2022
    Arbor Wealth Management, Llc
    Miramar Beach, FL
  • 03/2022 → Present
    Mariner Wealth Advisors
    Miramar Beach, FL
Previous Registrations
  • 2011-09-21 → 2022-03-23
    Arbor Wealth
    Miramar Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-30
  • S65 Uniform Investment Adviser Law Examination
    2011-08-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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PARK AVENUE SECURITIES LLC

Nearby Investors

ANDREW BENNETT BONJEAN
CHRISTOPHER H POATE
TRAVIS MICHAEL HOYT

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MIRAMAR BEACH, FL
STEIN FINANCIAL LLC · MIRAMAR BEACH, FL
PARK AVENUE SECURITIES LLC · MIRAMAR BEACH, FL

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