Patrick D Ballance

Current Employers

Employment History

• 05/2022 → 08/2024
  Angel Oak Capital Advisors
  Atlanta, GA
• 02/2021 → 11/2021
  Merrill Lynch
  Alpharetta, GA
• 10/2018 → 01/2019
  Pauley's Crepe Bar
  Athens, GA
• 05/2018 → 08/2019
  Capital City Crabapple
  Milton, GA
• 03/2016 → 08/2018
  Bruster's Ice Cream
  Woodstock, GA
• 03/2014 → 10/2016
  Lifetime Fitness
  Woodstock, GA
• 08/2019 → 02/2021
  Student
  Athens, GA
• 08/2018 → 10/2018
  Student
  Athens, GA
• 11/2021 → 05/2022
  Student
  Athens, GA
• 08/2022 → 08/2024
  Foreside Fund Services, Llc
  Atlanta, GA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2024 → Present
  Bank Of America, N.A.
  Atlanta, GA

Other Businesses

I*: 2066393Name of the other business DubClubWhether the business is investment-related NoAddress of the other business Chicago, IL 60657Nature of the other business Informational ServicesTitle, or relationship with the other business Independent ConsultantStart date of your relationship06/15/2023Approximate number of hours/month you devote to the other business20 hours/monthNumber of hours you devote to the other business during securities trading hours0 hoursBriefly describe your duties relating to the other business Provide information on fantasy sports to subscribers I*5136281, Entity Type: Entity For Profit, Name of OBA: GoldBoys, Address: Atlanta , Georgia, 30309, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 08/01/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: My responsibilities include sharing my opinions/thoughts/research/information on a weekly basis to the members of the channel. GoldBoys is a discord channel used to discuss sports and fantasy sports. The discord has many creators, like myself, that post and share their opinions on certain sports, teams, and players. I*5136282, Entity Type: Entity For Profit, Name of OBA: OverHerd Inc, Address: Atlanta, Georgia, 30309, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 08/15/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: My responsibility with OverHerd is to be a Independent Contractor strictly brought on to help the team market the apps. I assist in all aspects of marketing and work alongside the owner on projects to help grow the number of users within the apps. OverHerd is a company that creates phone apps. The company has a number of applications in their portfolio and has been around for years. The company includes a number of software developers working on the backend and independent contractors hired for marketing.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-23
• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Other Names

• Patrick David Ballance
• Patrick Ballance