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Richard M. Patrick

Equitable Advisors, LLC

San Francisco, CA

El Cerrito, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-19

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • United States

El Cerrito, CA • 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
Berkeley Country Club El Cerrito CA 04/2017 09/2018
Berkeley Country Club El Cerrito CA 06/2019 07/2019
Current Ebikes Santa Cruz CA 09/2020 07/2021
Santa Cruz Cycle Works Santa Cruz CA 07/2021 06/2022
University Of California-Santa Cruz Santa Cruz CA 01/2023 03/2023
Verdagy Inc Moss Landing CA 07/2023 09/2024
University Of California-Santa Cruz Santa Cruz CA 08/2018 06/2024
El Cerrito High School El Cerrito CA 07/2015 07/2018
Unemployed El Cerrito CA 10/2024 09/2025
Equitable Advisors, Llc New York NY 09/2025 Present
  • 04/2017 → 09/2018
    Berkeley Country Club
    El Cerrito, CA
  • 06/2019 → 07/2019
    Berkeley Country Club
    El Cerrito, CA
  • 09/2020 → 07/2021
    Current Ebikes
    Santa Cruz, CA
  • 07/2021 → 06/2022
    Santa Cruz Cycle Works
    Santa Cruz, CA
  • 01/2023 → 03/2023
    University Of California-Santa Cruz
    Santa Cruz, CA
  • 07/2023 → 09/2024
    Verdagy Inc
    Moss Landing, CA
  • 08/2018 → 06/2024
    University Of California-Santa Cruz
    Santa Cruz, CA
  • 07/2015 → 07/2018
    El Cerrito High School
    El Cerrito, CA
  • 10/2024 → 09/2025
    Unemployed
    El Cerrito, CA
  • 09/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
S63 Uniform Securities Agent State Law Examination 2025-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17
  • S63 Uniform Securities Agent State Law Examination
    2025-09-02
Other Names
  • Richard Patrick
  • Richard M. Patrick
  • Rick Patrick
  • Richard M Patrick

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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