Patrick William Suffern

Current Employers

Employment History

• 07/1991 → Present
  Bsm Consulting Group, Ltd.
  Metairie, LA
• 10/2009 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 11/2009 → Present
  Bsm Partner, Llc
  Mandevillle, LA
• 03/1983 → Present
  Becker Suffern Mclanahan, Ltd.
  Mandeville, LA

Previous Registrations

• 2009-11-13 → 2017-11-14
  M Holdings Securities, Inc.
  Mandeville, LA
  Portland, OR
  Mandaville, LA

Other Businesses

1.) BECKER SUFFERN MCLANAHAN, LTD, DBA INVESTMENT RELATED. ADVISOR FOR BSM, INSURANCE BUSINESS SO MAY INVOLVE VARIABLE BUSINESS. 10 HOURS A WEEK DURING MARKER HOURS. 60% COMPENSATION EXPECTED. 2.)BDS PROPERTIES, LTD., BUSINESS IS NOT INVESTMENT RELATED. ENTITY OWNS OFFICE BUILDING FOR INVESTMENT, MR.MCLANAHAN IS A MEMBER OF THIS CORPORATION. 1-9% OF WEEKLY TIME SPENT DURING MARKET HOURS. 1-9% COMPENSATION EXPECTED. 3.)BECKER & SUFFERN 401K PLAN, BUSINESS IS INVESTMENT RELATED QUALIFIED PLAN FOR EMPLOYEES OF BECKER SUFFERN AND MCLANAHAM. TRUSTEE WITH JOHN BECKER. 1 HOURS SPENT DURING MARKET HOURS. 0% COMPENSATION. 4.) BMS CONSULTING GROUP, LTD, NOT INVESTMENT RELATED, TPA SERVICES SOLD IN 08/2017. 0 HOURS SPENT DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 5.) BSM PARTNERS, LTD., NOT INVESTMENT RELATED. SHARING EXPENSES WITH JOHN BECKER, BRIAN BECKER AND TIM MCLANAHAN. 0 HOURS SPEND DURING MARKET HOURS. NO COMPENSATION. 6.) BRENNAN INTEREST, LLC., OIL AND GAS WELLS ACTIVITIES NOT INVESTMENT RELATED. SOLE MEMBER REMAINS OPEN FOR TAX PURPOSES. 0 HOURS SPENT DURING MARKET HOURS. NO COMPENSATION. 7.) SEVIN INVESTMENTS, LLC., SUGAR CANE FARM NOT INVESTMENT RELATED. OWNER ONLY SIBLING INVOLVED WITH BUSINESS . NO COMPENSATION. 8.) NEW ORLEANS ESTATE PLANNING COUNCIL, NOT INVESTMENT RELATED. NOT FOR PROFIT BOARD MEMBER ONLY. 1 HOURS SPENT DURING MARKET HOURS. NO COMPENSATION. 9.) SILVER JULEPC CUP STABLES. LLC., NOT INVESTMENT RELATED. PARTNER WITH ROB BYRNE, GREG STRUCK AND WAYNE MEDIAMOLLE. 0 HOURS SPENT DURING MARKET HOURS. ACQUIRE, RACE, BREED THOROUGH HORSES. NO COMPENSATION AT THIS TIME. 10.) CATHOLIC COMMUNITY FOUNDATION ARCHDIOCESE OF NEW ORLEANS BOARD MEMBER, LOCATED AT 7887 WALMSLEY AVE., NEW ORLEANS, LA 70125. 0 HOURS SPENT DURING MARKET HOURS. NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-07
• S63 Uniform Securities Agent State Law Examination
  1995-12-20