Patrick Joseph Wehrly

Current Employers

Employment History

• 10/1993 → Present
  Office Of Patrick J. Wehrly
  Spring, TX
• 07/2021 → Present
  Alphastar Capital Management Llc
  Cornelius, NC
• 11/2014 → 12/2021
  Sageguard Financial Group, Llc
  Spring, TX
• 12/2022 → Present
  Sageguard Financial Group, Llc
  Spring, TX

Previous Registrations

• 2021-07-21 → 2023-04-20
  Alphastar Capital Management
  Cornelius, NC
  Splendora, TX
• 2014-11-10 → 2021-12-07
  Sageguard Financial Group, Llc
  Spring, TX
  Spring, TX
  Goodlettsville, TN
  Spring, TX
• 2011-06-29 → 2014-11-19
  Redhawk Wealth Advisors, Inc.
  Spring, TX

Other Businesses

COMPANY: THE OFFICES OF PATRICK WEHRLY DUTIES: INCOME TAX PREPARATION AS PART OF MY ENROLLED AGENT ACTIVITIES DATES: FEB. 2008 - PRESENT NON-INVESTMENT RELATED SageGuard Financial Group Investment Related 177015 Seven Pines Drive Blvd 1 Spring TX 77379 COMPANY: SPRING CYPRESS STORAGE SOLUTIONS DUTIES: I OWN A SELF STORAGE BUSINESS IN SPRING, TX DATES: APRIL 2003 - PRESENT NON-INVESTMENT RELATED COMPANY: CAPTAIN PATRICK CHARTERS DUTIES: OWNER OF A CHARTER YACHT BUSINESS DATES: FEB 2006 - PRESENT NON-INVESTMENT RELATED 1907 SILVER LEAF DRIVE, SPRING TX 77388 100% OWNERSHIP - $75,000 PER YEAR 16 HOURS PER MONTH, 8 DURING TRADING CONSULT ON BUSINESS YACHT CONSTRUCTION AND OPERATION AS WELL AS TAX BENEFITS AND YACHT EQUIPMENT PATRICK WEHRLY REAL ESTATE AND RENTALS OWNER 50% - INVESTMENT RELATED 1907 SILVER LEAFE DRIVE, SPRING TX 77388 10/12 1980 - $45,000 PER YEAR 12 HOURS PER MONTH PURCHASE AND REHAB RENTAL PROPERTIES TO RE-SELL AND RENT OUT THE WEHRLY GROUP INVESTMENT RELATED - LIFE INSURANCE AND ANNUITIES 50% OWNERSHIP 17015 SEVEN PINES DRIVE BUILDING 1, SPRING TX 77388 10/12/1990 $800,000 - OWNER DRAWS PROFRITS FROM TIME TO TIME 160 HOURS PER WEEK, 150 HOURS DURING TRADING MARKET AND SELL FIXED ANNUNITIES AND LIFE INSURANCE SALES OF PHYSICAL SILVER - PATRICK WEHRLY PMD 1907 SILVER LEAF DRIVE, SPRING TX 7738 10/12/2020 $10,000 PER YEAR WITHDRAW PROFITS FROM TIME TO TIME, NO MONETARY BENEFITS 5 HOURS PER MONTH, 3 HOURS DURING TRADING ORDER AND DELIVER PHYSICAL SILVER PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-20