Patrick Bryan Beagle

Current Employers

Employment History

• 01/2004 → Present
  Wealthcrest Financial Services, Llc
  Fairfax Station, VA
• 11/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2014 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2003-04-10 → 2004-01-27
  Walnut Street Advisers Inc
  Fairfax Station, VA

Other Businesses

1) WEALTHCREST EDUCATIONAL SERVICES, LLC 7880 BACKLICK RD, SPRINGFIELD, VA 22150 BEGAN 1/1/05 AS THE OWNER. NOT INVESTMENT RELATED. ITS A FIRM THAT CONTRACTS TO THE THE FEDERAL GOVERNMENT TO PROVIDE FINANCIAL LITERACY AND PRE-RETIRMENT BENEFITS TRAINING TO FEDERAL EMPLYEES THROUGH THEIR RESPECTIVE HUMAN RESOURCES DEPARTMENT. DEVOTES 5 HRS/WK AND 4 HRS/WK DURING TRADING HRS. 2) WEALTHCREST FINANCIAL SERVICES, LLC, 7880 BACKLICK RD, SPRINGFIELD, VA 22150, 01/2004, DBA OWNER OF RIA, INV REL, 320 HR/MO - 160 HR TRADING 3) PGRE REAL ESTATE, LLC, 6680 RUTLEDGE DR, Fairfax Station VA 22039, 07/2010, Owner, Real Estate, NIR, 4 HR/MO, 0 HR/MO TRADING. 4) Springfield South Condo Association, 7880 Backlick Road STE 1, Springfield, VA. 7/17/2017, Treasurer. not investment related, 1/monthly, 0/trading 5) PGRE II REAL ESTATE, LLC, 6680 Rutledge Dr, Fairfax Station VA 22039, 06/2025, Owner, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING. 6) PGRE Holdings III LLC, 7880 Backlick Rd Ste 1, Springfield VA 22150, 04/2026, Owner, Real estate, NIR, 2 HR/MO, 0 HR/MO TRADING 7) PGRE HOLDINGS IV LLC, 7880 Backlick Rd, Springfield VA 22150, United States, 05/27/2026, Owner, Real Estate, NIR, 2 HR/MO – 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-07
• S63 Uniform Securities Agent State Law Examination
  1993-01-05

Designations

Other Names

• Pat Beagle