Patricia Marie Curran

Current Employers

Employment History

• 06/2014 → 10/2022
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2014 → 10/2022
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 11/2022 → 09/2023
  Sagepoint Financial, Inc.
  Braintree, MA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Cranston, RI

Previous Registrations

• 2022-11-01 → 2023-09-01
  Osaic Services, Inc.
  Braintree, MA
  Cranston, RI
• 2014-06-05 → 2022-11-04
  Cambridge Investment Research Advisors, Inc.
  North Providence, RI
  Providence, RI
• 2014-02-05 → 2014-05-12
  Lasalle St. Investment Advisors, L.L.C.
  Greenville, RI
• 2006-05-10 → 2010-08-12
  Citizens Securities, Inc.
  Smithfield, RI
  Smithfield, RI
  Johnston, RI
• 2000-01-05 → 2005-08-01
  Strategic Advisers Llc
  Smithfield, RI

Other Businesses

1) PATRICIA CURRAN INSURANCE AGENT POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2010 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Selling fixed products 2) BOSTON WOMEN IN FINANCE POSITION: Member NATURE: This is a networking group for Women in Finance positions. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: PO Box 52281, Boston MA 02205, United States DESCRIPTION: Member - no duties 3) LIQUIDITY CHOICES POSITION: Corporate Investment Specialist NATURE: DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: DBA name

Exams

• S66 Uniform Combined State Law Examination
  1999-11-10
• S63 Uniform Securities Agent State Law Examination
  1993-02-17

Other Names

• Patty Curran
• Patricia Curran