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Inactive

Patrick James Durbin

Edelman Financial Engines

Ellicott City, MD

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-05
MD RA APPROVED 2022-07-18
  • TX RA
    APPROVED
    Since 2023-01-05
  • MD RA
    APPROVED
    Since 2022-07-18

Branch Locations

6031 University Blvd Suite 150, Ellicott City, MD 21043 • 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
Edelman Financial Services, Llc Fairfax VA 04/2016 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 12/2019
Fidelity Brokerage Services Llc Annapolis MD 12/2019 06/2022
Financial Engines Advisors L.L.C Santa Clara CA 07/2022 Present
  • 04/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 12/2019
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 12/2019 → 06/2022
    Fidelity Brokerage Services Llc
    Annapolis, MD
  • 07/2022 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
Previous Registrations
  • 2020-01-28 → 2022-06-30
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
  • 2018-11-01 → 2020-01-03
    Edelman Financial Engines
    Ellicott City, MD
  • 2016-04-05 → 2018-11-01
    Edelman Financial Services, Llc
    Bethesda, MD
    Fairfax, VA
    Ellicott City, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-02
  • S66 Uniform Combined State Law Examination
    2015-12-02
Designations

View on SEC IAPD

Other Firms

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LEE FINANCIAL ASSOCIATES, INC.
OSAIC WEALTH, INC.
BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

MARK ANDREW TIMMICK
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD
LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD
OSAIC WEALTH, INC. · ELLICOTT CITY, MD
BLUEPRINT WEALTH MANAGEMENT INC. · ELLICOTT CITY, MD
KESTRA ADVISORY SERVICES, LLC · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · ELLICOTT CITY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Ellicott City, MD

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