Patrick Edward Huey

Current Employers

Employment History

• 08/2015 → 11/2016
  Onpoint Community Credit Union
  Portland, OR
• 08/2015 → 11/2016
  Raymond James Financial Services, Inc.
  Portland, OR
• 08/2015 → 11/2016
  Raymond James Financial Services Advisors, Inc.
  Portland, OR
• 12/2016 → 03/2020
  Wealthsource Partners, Llc
  Camas, WA
• 02/2019 → 03/2020
  Wealthsource Partners, Llc
  Marco Island, FL
• 03/2020 → Present
  Dynamic Wealth Advisors Dba Victory Independent Planning
  Phoenix, AZ

Previous Registrations

• 2016-12-15 → 2020-04-16
  Wealthsource®
  Camas, WA
  Camas, WA
  Marco Island, FL
• 2015-09-28 → 2016-11-28
  Raymond James Financial Services Advisors, Inc
  Portland, OR
  Portland, OR
• 2010-01-21 → 2015-08-27
  Cuso Financial Services, L.P.
  Portland, OR
  Portland, OR
  Portland, OR
• 2006-09-27 → 2010-01-11
  Fisher Investments
  Plano, TX
  Vancouver, WA
• 2005-09-16 → 2006-08-01
  Ubs Financial Services Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

1.) YOUR OWN FRENCH HOME, LLC; NOT INVESTMENT RELATED; 2649 SW GEORGIAN PLACE, PORTLAND, OREGON 97201; FRENCH HOME RENTALS AND SALES; NON-MANAGING MEMBER; JUNE 17, 2016 START DATE; 0 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS DEVOTED; NO DUTIES. 2.) PATRICK EDWARD HUEY; INVESTMENT-RELATED; 2005 SE 192ND AVENUE, SUITE 200, CAMAS, WASHINGTON 98607; INSURANCE SALES; INSURANCE AGENT; JANUARY 31, 2008 START DATE; 3 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS DEVOTED; INSURANCE SALES. 3). PATRICK EDWARD HUEY; NOT INVESTMENT-RELATED; 2005 SE 192ND AVENUE, SUITE 200, CAMAS, WASHINGTON 98607; TAX PREPARATION; 3 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS DEVOTED. TAX DOCUMENT PREPARATION. 4.) PATRICK EDWARD HUEY; NOT INVESTMENT RELATED; PRIVATE RESIDENCE - MARCO ISLAND, FLORIDA; BOOK AUTHORSHIP; OWNER AND AUTHOR; JUNE 18, 2014 START DATE; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; AUTHORSHIP DUTIES. 5). PATRICK EDWARD HUEY ASSISTS IN GATHERING DATA AND INPUTTING THE INFORMATION INTO A SYSTEM THAT GENERATES A WILL OR A TRUST FOR AN INDIVIDUAL. MR. HUEY DOES NOT PROVIDE LEGAL ADVICE UNDER THIS OBA, HE PAYS THE VENDOR FOR THE SYSTEM AND THEN CHARGES CLIENT FOR HIS SERVICES AND TIME TO GENERATE THE DOCUMENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-02-10
• S66 Uniform Combined State Law Examination
  2005-09-15

Designations

Other Names

• Patrick Huey