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Patrick O'ROurke Dinan

Impact Fiduciary LLC

Pasadena, CA

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Current Employers
Impact Fiduciary Llc

21 Miller Alley Suite 210, Pasadena, CA 91105 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-11
NY RA APPROVED 2022-09-06
TX RA APPROVED_RES 2017-10-19
CA RA APPROVED 2017-06-06
  • LA RA
    APPROVED
    Since 2024-12-11
  • NY RA
    APPROVED
    Since 2022-09-06
  • TX RA
    APPROVED_RES
    Since 2017-10-19
  • CA RA
    APPROVED
    Since 2017-06-06

Branch Locations

21 Miller Alley Suite 210, Pasadena, CA 91105 • 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
Personal Capital Advisors Corporation San Fransicso CA 10/2012 05/2017
Impact Fiduciary Llc Glendale CA 05/2017 Present
  • 10/2012 → 05/2017
    Personal Capital Advisors Corporation
    San Fransicso, CA
  • 05/2017 → Present
    Impact Fiduciary Llc
    Glendale, CA
Previous Registrations
  • 2012-10-29 → 2017-05-18
    Personal Capital Advisors Corporation
    Greenwood Village, CO
  • 2009-10-22 → 2012-10-26
    Td Ameritrade, Inc.
    San Diego, CA
    Walnut Creek, CA
  • 2009-10-22 → 2012-10-26
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Walnut Creek, CA
  • 2008-11-21 → 2009-10-01
    U.S. Bancorp Investments, Inc.
    Encinitas, CA
    San Diego, CA
    Carlsbad, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    Encinitas, CA
    Mission Hills, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2007-11-26 → 2008-11-14
    Navy Federal Asset Management, Llc
    Vienna, VA
  • 2005-08-10 → 2007-10-19
    Federated Investment Counseling
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-09
  • S66 Uniform Combined State Law Examination
    2005-08-09
Designations
Other Names
  • Patrick Dinan
  • Patrick Orourke Dinan
  • Patrick O'ROurke Dinan
  • Pat Dinan

View on SEC IAPD

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Jaymie BRIAN Wetzel
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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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