Best Investors Account Sign in

Patrick Keegan Mcnamara

Charles Schwab & Co., Inc.

Cincinnati, OH

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-10-29
  • OH RA
    APPROVED
    Since 2020-10-29

Branch Locations

7835 Kenwood Road, Cincinnati, OH 45236 • 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
Fidelity Brokerage Services Llc Covington KY 06/2015 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Chester OH 03/2020 10/2020
Bank Of America,N.A. West Chester OH 03/2020 10/2020
Charles Schwab & Co., Inc. Cincinnati OH 10/2020 Present
Charles Schwab Bank, Ssb Cincinnati OH 10/2020 Present
  • 06/2015 → 03/2020
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 03/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2020 → 10/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    West Chester, OH
  • 03/2020 → 10/2020
    Bank Of America,N.A.
    West Chester, OH
  • 10/2020 → Present
    Charles Schwab & Co., Inc.
    Cincinnati, OH
  • 10/2020 → Present
    Charles Schwab Bank, Ssb
    Cincinnati, OH
Previous Registrations
  • 2020-05-12 → 2020-11-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Loveland, OH
    New York, NY
    West Chester, OH
    West Chester, OH
    West Chester, OH
    Philadelphia, PA
    West Chester, OH
    Philadelphia, PA
    West Chester, OH
    West Chester, OH
    Philadelphia, PA
  • 2018-07-13 → 2020-03-16
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-02-01 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-09
  • S66 Uniform Combined State Law Examination
    2016-05-09
Other Names
  • Keegan Mcnamara
  • Pat Mcnamara
  • Patrick Keegan Mcnamara
  • Patrick K Mcnamara

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor