Best Investors Account Sign in

Patrick Burke

Ameriprise Financial Services, LLC

Santa Cruz, CA

Los Altos, CA

San Jose, CA

Monterey, CA

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
CA RA APPROVED 2025-03-19
  • TX RA
    APPROVED
    Since 2025-04-04
  • CA RA
    APPROVED
    Since 2025-03-19

Branch Locations

125 Water St Ste A-3, Santa Cruz, CA 95060 • United States

Los Altos, CA • United States

1905 The Alameda, San Jose, CA 95126 • United States

99 Pacific St Ste 400, Monterey, CA 93940-2470 • 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
Ameriprise Financial Services, Llc San Jose CA 09/2024 Present
Santa Clara University Santa Clara CA 01/2021 09/2024
Summer College Transfer Los Altos CA 05/2020 01/2021
Claremont Mckenna College Claremont CA 08/2016 05/2020
Santa Clara University Santa Clara CA 07/2021 12/2022
Respond Software Mountain View CA 05/2018 08/2018
Nike Saratoga CA 05/2017 08/2017
  • 09/2024 → Present
    Ameriprise Financial Services, Llc
    San Jose, CA
  • 01/2021 → 09/2024
    Santa Clara University
    Santa Clara, CA
  • 05/2020 → 01/2021
    Summer College Transfer
    Los Altos, CA
  • 08/2016 → 05/2020
    Claremont Mckenna College
    Claremont, CA
  • 07/2021 → 12/2022
    Santa Clara University
    Santa Clara, CA
  • 05/2018 → 08/2018
    Respond Software
    Mountain View, CA
  • 05/2017 → 08/2017
    Nike
    Saratoga, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Patrick Burke

View on SEC IAPD

Other Firms

MORGAN STANLEY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.

Other Investors

TIFFANY DANIELLE HAMMER
NIKOLAS MARSHAL BARR
NAYANA T D DARRAH
Jon Michael Hanson
Kenneth A Evans
Josiah T Clymer
RICHARD MICHAEL KAPCHUK
MAGGIE MERIDETH MARTIN

Other Offices

MORGAN STANLEY · Santa Cruz, CA
EDWARD JONES · SCOTTS VALLEY, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotts Valley, CA
CETERA INVESTMENT ADVISERS LLC · SCOTTS VALLEY, CA
J.P. MORGAN SECURITIES LLC · SCOTTS VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Scotts Valley, CA
VALIC FINANCIAL ADVISORS, INC. · SCOTTS VALLEY, CA
EDWARD JONES · SCOTTS VALLEY, CA

More in Santa Cruz, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor