Best Investors Account Sign in

Patrick Terence Bassett

Jansson Financial Svcs

Dunkirk, MD

Warner Robins, GA

Claim This Profile
Current Employers
Jansson Financial Svcs

300 Corporate Pointe, Warner Robins, GA 31088 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-08
  • GA RA
    APPROVED
    Since 2025-07-08

Branch Locations

Dunkirk, MD • United States

300 Corporate Pointe, Warner Robins, GA 31088 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arrow Investment Advisors, Llc Olney MD 01/2008 Present
Ceros Financial Services Rockville MD 01/2025 Present
  • 01/2008 → Present
    Arrow Investment Advisors, Llc
    Olney, MD
  • 01/2025 → Present
    Ceros Financial Services
    Rockville, MD
Previous Registrations
  • 2007-05-07 → 2008-01-14
    Grove Point Investments, Llc
    Rockville, MD
  • 2006-01-04 → 2007-04-30
    Rydex Advisory Services, Llc
    Rockville, MD
  • 2002-01-14 → 2004-10-22
    Grove Point Investments, Llc
    Rockville, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-02
S65 Uniform Investment Adviser Law Examination 2023-09-20
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-09-20
Other Names
  • Patrick T Bassett

View on SEC IAPD

More in Dunkirk, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor