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Inactive

Patrick Mccormack Farren

Openarc Corporate Advisory, LLC

Atlanta, GA

CRD 7266024

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Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Openarc Corporate Advisory, Llc

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-25
TX RA APPROVED 2025-09-24
  • GA RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 08/2021 09/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporateed Atlanta GA 06/2020 08/2020
Vector Marketing Howell NJ 06/2019 06/2020
Conestoga Swim Club Radnor PA 06/2018 08/2018
Conestoga Swim Club Radnor PA 06/2017 08/2017
Radnor High School Radnor PA 08/2016 06/2017
St. Lawrence University Canton NY 08/2017 05/2018
St. Lawrence University Canton NY 08/2018 05/2019
St. Lawrence University Canton NY 08/2019 05/2020
St. Lawrence University Canton NY 08/2020 04/2021
Unemployed Point Pleasant NJ 04/2021 08/2021
7266024 Atlanta GA 01/2022 09/2025
Openarc Corporate Advisory, Llc Atlanta GA 09/2025 Present
  • 08/2021 → 09/2025
    Atlanta, GA
  • 06/2020 → 08/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporateed
    Atlanta, GA
  • 06/2019 → 06/2020
    Vector Marketing
    Howell, NJ
  • 06/2018 → 08/2018
    Conestoga Swim Club
    Radnor, PA
  • 06/2017 → 08/2017
    Conestoga Swim Club
    Radnor, PA
  • 08/2016 → 06/2017
    Radnor High School
    Radnor, PA
  • 08/2017 → 05/2018
    St. Lawrence University
    Canton, NY
  • 08/2018 → 05/2019
    St. Lawrence University
    Canton, NY
  • 08/2019 → 05/2020
    St. Lawrence University
    Canton, NY
  • 08/2020 → 04/2021
    St. Lawrence University
    Canton, NY
  • 04/2021 → 08/2021
    Unemployed
    Point Pleasant, NJ
  • 01/2022 → 09/2025
    7266024
    Atlanta, GA
  • 09/2025 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

I*404933, Entity Type: Entity For Profit, Name of OBA: Vector Marketing, Address: Avenel, New Jersey 07001, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/31/2019, No Hours: 20, No Hours during trading: 0, Duties: Vector Marketing is a major sales arm of Cutco Cutlery. I am a sales representative for them. My job is to build a relationship with a client and understand what they need in their kitchen and then executing the order.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-02
  • S66 Uniform Combined State Law Examination
    2022-06-02

View on SEC IAPD

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