Joshua Paul Patchik

San Francisco, CA

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Current Employers

Frec

301 Howard St., Suite 1410, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-02-12
CA	RA	APPROVED	2024-10-25

IL RA
APPROVED

Since 2025-02-12
CA RA
APPROVED

Since 2024-10-25

Branch Locations

Oakland, CA • United States

301 Howard St., Suite 1410, San Francisco, CA 94105 • 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

Organization	City	State	From	To
Flat Top Grill	Lombard	IL	03/2015	10/2019
University Of Illinois At Chicago	Chicago	IL	08/2016	05/2018
Lbmz Securities Inc	Chicago	IL	07/2018	11/2020
M1 Finance	Chicago	IL	11/2020	04/2023
Tastytrade, Inc.	Chicago	IL	04/2023	10/2024
Frec Markets, Inc.	San Francisco	CA	10/2024	Present
Frec Securities Llc	San Francisco	CA	10/2024	Present
Frec Advisers Llc	San Francisco	CA	10/2024	Present

03/2015 → 10/2019

Flat Top Grill

Lombard, IL
08/2016 → 05/2018

University Of Illinois At Chicago

Chicago, IL
07/2018 → 11/2020

Lbmz Securities Inc

Chicago, IL
11/2020 → 04/2023

M1 Finance

Chicago, IL
04/2023 → 10/2024

Tastytrade, Inc.

Chicago, IL
10/2024 → Present

Frec Markets, Inc.

San Francisco, CA
10/2024 → Present

Frec Securities Llc

San Francisco, CA
10/2024 → Present

Frec Advisers Llc

San Francisco, CA

Previous Registrations

2021-03-18 → 2023-04-10

M1 Advisory

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-08
S63	Uniform Securities Agent State Law Examination	2018-11-16

S65 Uniform Investment Adviser Law Examination

2021-02-08
S63 Uniform Securities Agent State Law Examination

2018-11-16

View on SEC IAPD

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