Patrick Louis Weishan

Current Employers

Employment History

• 06/1987 → Present
  Patrick L. Weishan (Self)
  El Cajon, CA
• 10/1997 → Present
  Weishan Financial Services
  San Diego, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Vista, CA

Previous Registrations

• 2006-11-21 → 2023-09-01
  Osaic Services, Inc.
  Vista, CA
• 1998-11-17 → 2006-11-20
  Voya Financial Advisors, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. INVESTMENT ADVISORY SERVICE, INVESTMENT RELATED, CORPORATE RIA, SAGEPOINT FINANCIAL, 20 E. Thomas Road, Suite 2000, Phoenix, AZ 85012, REGISTERED REP, 11/26/06, 150 HRS/MO, 170 DURING TRADING HRS, MANAGING WRAP ACCOUNTS FOR CLIENTS, INVESTMENT ADVICE, WRITING FINANCIAL PLANS. 2. PATRICK L. WEISHAN POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 07/01/1997 ADDRESS: 11277 Corte Playa Corona, SAN DIEGO CA 92124, United States DESCRIPTION: Sales of term life and small group health plans. 3. ADVANCED FINANCIAL SOLUTIONS POSITION: Other - Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/30/2011 ADDRESS: 122 Civic Center Drive, Suite 103, Vista CA 92084, United States DESCRIPTION: Investment Advisory and Insurance related activities. 4. PACIFIC CUSTOM SYSTEMS, INC. POSITION: Vice President of Operations NATURE: C Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 2537 Claire Court, MOUNTAIN VIEW CA 94043, United States DESCRIPTION: Handle companies Operations. Plan and Negotiate contracts. Oversee accounting and budget. Handle HR function.No clients are involved with this company.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-27
• S63 Uniform Securities Agent State Law Examination
  1991-02-25

Other Names

• Patrick Louis Weishan
• Patrick L Weishan