Patricia Elizabeth Weinshank

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Lpl Financial Llc
  East Meadow, NY
• 04/2016 → Present
  Bridgehampton National Bank
  East Meadow, NY

Previous Registrations

• 2013-04-09 → 2016-04-04
  Flagstar Securities, Inc
  Levittown, NY
  Jericho, NY
• 2010-12-10 → 2013-03-13
  Capital One Financial Advisors Llc
  Melville, NY

Other Businesses

1. 11/02/2017 - Bridge Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date 06/08/2016 - 10 Hours Per Month/1 During Securities Trading 2. 06/30/2025 - Walnut Beech Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date 05/01/2025 - 20 Hours Per Month/20 During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-12-09
• S63 Uniform Securities Agent State Law Examination
  1992-06-09