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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Carolina Federal Credit Union | North Charleston | SC | 06/2010 | 11/2025 |
| Cuso Financial Services | San Diego | CA | 05/2014 | 05/2025 |
| Lpl Financial Llc | North Charleston | SC | 05/2025 | 11/2025 |
| J. Patrick Financial, Llc | Greenwood | SC | 11/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: J. Patrick Financial, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: Client servicing, client engagement & retention, office management, marketing duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
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