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Patrick Weinert

The Money Mission Limited Liability Company

Washington, DC

CRD 7316969

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Employer firm

The Money Mission Limited Liability Company CRD 310126

Reported services (Item 5G)

  • Financial planning
  • Periodicals / newsletters
  • Educational seminars
  • FINANCIAL COACHING AND INVESTMENT ADVISING

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

Current Employers
The Money Mission Limited Liability Company

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APP_PEND_IARCE 2026-01-01
  • DC RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Washington, DC • 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
The Money Mission Washington DC 12/2017 Present
United States Marine Corps Washington DC 12/1997 12/2017
  • 12/2017 → Present
    The Money Mission
    Washington, DC
  • 12/1997 → 12/2017
    United States Marine Corps
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-19
  • S65 Uniform Investment Adviser Law Examination
    2020-05-19

View on SEC IAPD

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