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Patrick Shawn Dobens

Access Softek Advisory Services

Boston, MA

Naperville, IL

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Current Employers
Access Softek Advisory Services

1807 W Diehl Road Suite 220, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-24
TX RA APPROVED_RES 2025-01-07
PA RA APPROVED 2021-08-18
  • MA RA
    APPROVED
    Since 2026-02-24
  • TX RA
    APPROVED_RES
    Since 2025-01-07
  • PA RA
    APPROVED
    Since 2021-08-18

Branch Locations

Boston, MA • United States

1807 W Diehl Road Suite 220, Naperville, IL 60563 • 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
Access Softek Advisory Services Llc Philadelphia PA 01/2021 Present
Access Softek, Inc. Brookline MA 10/2011 12/2020
Access Softek Advisory Services Boston MA 08/2021 Present
  • 01/2021 → Present
    Access Softek Advisory Services Llc
    Philadelphia, PA
  • 10/2011 → 12/2020
    Access Softek, Inc.
    Brookline, MA
  • 08/2021 → Present
    Access Softek Advisory Services
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-12
  • S65 Uniform Investment Adviser Law Examination
    2021-03-12

View on SEC IAPD

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