Patrick Edward Thompson

Current Employers

Employment History

• 03/2014 → 09/2016
  Cooperative Feed Dealers
  Conklin, NY
• 03/2017 → 03/2020
  Midnight Financial Group
  Matthews, NC
• 03/2020 → 04/2023
  Passerelle Partners
  Miami, FL
• 04/2023 → 08/2025
  Southport Compass
  Southport, CT
• 07/2025 → 01/2026
  The Leaders Group Inc
  Summit, NJ
• 09/2016 → 03/2017
  Unemployed
  Indian Trail, NC
• 08/2025 → 01/2026
  Independent Insurance Agent
  Indian Trail, NC
• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 03/2026 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*3963266 Entity Type: Entity For Profit Name of OBA: Set Piece LLC Address: Indian Trail, North Carolina, 20879 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/17/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: This entity was set up to start a soccer facility with a friend of mine. It's a dormant LLC that is NOT operating in any capacity. We may visit it at some point in the future, but not now. If the business starts, I'd be a manager of the operation.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-24
• S63 Uniform Securities Agent State Law Examination
  2025-08-21

Other Names

• Patrick Thompson