Inactive

Patrick Manuel Scholz

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Current Employers

Jh Kaufman Llc

Deerfield, IL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-05-18
IL	RA	APPROVED	2018-03-20

CA RA
APPROVED

Since 2018-05-18
IL RA
APPROVED

Since 2018-03-20

Branch Locations

Deerfield, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Bcd Advisors	Lake Bluff	IL	02/2016	09/2018
Corhaven Technologies Llc	Lake Bluff	IL	11/2017	Present

02/2016 → 09/2018

Bcd Advisors

Lake Bluff, IL
11/2017 → Present

Corhaven Technologies Llc

Lake Bluff, IL

Previous Registrations

2016-04-19 → 2018-09-25

Bcd Advisors

Lake Bluff, IL
2014-10-22 → 2016-05-06

Wealth & Tax Planners Llc

Alamo, CA

Walnut Creek, CA
2012-08-13 → 2014-10-24

Mml Investors Services, Llc

Pleasanton, CA
2008-01-09 → 2009-01-29

Morgan Stanley & Co. Llc

Concord, CA

Walnut Creek, CA
2006-07-25 → 2007-10-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-25
S63	Uniform Securities Agent State Law Examination	1992-01-16

S66 Uniform Combined State Law Examination

2012-07-25
S63 Uniform Securities Agent State Law Examination

1992-01-16

View on SEC IAPD

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