Patricia W Harris

Current Employers

Employment History

• 03/2019 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Worcester, MA
• 02/2015 → 11/2018
  Milestone Financial Planning, Llc
  Bedford, NH
• 02/2009 → Present
  Pat Harris Cpa
  Honesdale, PA
• 06/2019 → 11/2022
  Bank Of America, N.A.
  Worcester, MA
• 12/2022 → Present
  Chang & Deka
  Winchester, MA
• 08/2023 → Present
  Transglobal Advisory Llc
  Devens, MA
• 02/2023 → 12/2023
  Holistic Financial Planning Consultation
  Devens, MA
• 07/2023 → Present
  Transglobal Insurance Agency, Inc
  Waltham, MA
• 08/2023 → Present
  Globalink Securities, Inc.
  Pasadena, CA
• 11/2018 → 02/2019
  Unemployed
  Devens, MA
• 11/2023 → 03/2024
  Intuit
  Mountain View, CA
• 01/2024 → Present
  Integrated Financial Consulting Llc
  Devens, MA

Previous Registrations

• 2019-07-09 → 2022-12-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Worcester, MA
  New York, NY

Other Businesses

1. Transglobal Insurance Agency, Inc., Waltham, MA, Fixed Insurance Agent from 07/01/2023, 80 hours per month, commission based. Not securities related. 2. Globalink Securities, Inc., Financial Consultant, Pasadena, CA United States from 08/04/2023, 20 hours per month, commission based. Securities related. 3. Chang & Deka, Winchester, MA, Accountant from12/16/2022, 20 hours per month, profit sharing. Not securities related. 4. Integrated Financial Consulting, LLC, Devens, MA, Planner from 01/01/2025, comprehensive financial planning, 80 hours per month. Self-employment income. Not securities related. 5. Pat Harris CPA, Honesdale, PA, CPA from 02/2009. Not securities related.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-08

Designations

Other Names

• Patricia Yeehung Weng Harris
• Patricia Hsiu I Weng
• Patricia Harris
• Patricia Weng Harris
• Patricia Hsiu I Weng