Patrick Joseph Haggerty

Current Employers

Employment History

• 10/2012 → 11/2019
  Franklin Templeton Distributors, Inc.
  Rancho Cordova, CA
• 12/2019 → Present
  Nylife Securities Llc
  Roseville, CA
• 11/2019 → Present
  New York Life Insurance Co
  Roseville, CA
• 07/2020 → Present
  Eagle Strategies Llc
  Roseville, CA
• 08/2023 → 05/2026
  Capital Edge Insurance & Financial Services, Inc.
  Roseville, CA
• 10/2023 → Present
  Harborpoint Financial & Insurance Services
  Roseville, CA

Other Businesses

[Professional Bowler; I compete on the Professional Bowlers Tour on a part-time basis.; 5 E Jackson Blvd, Suite 401, Chicago, IL 60604; Start Date: 06/2008; Role/Title: Member; Not investment related; 20 hours per month; 0 hours per month during securities trading hours; I compete in Professional Bowling Events on a Regional (local) and National level.] [OPERATING UNDER THE DBA NAME OF HARBORPOINT FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (ROSEVILLE, CA); START DATE: 10/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2999 Douglas Blvd. Suite 350. Roseville, CA 95661; Start Date 07/2024; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Potentially brokering life insurance directly with other companies.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-07
• S63 Uniform Securities Agent State Law Examination
  2013-06-25

Other Names

• Patrick Joseph Haggerty
• Pj Haggerty
• Partick J Haggerty
• Patrick Joseph Haggerty
• Patrick Haggerty