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Patrick Francis Clark

Neshaminy Creek Advisors

Bensalem, PA

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Current Employers
Neshaminy Creek Advisors

Bensalem, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-04-26
  • PA RA
    APPROVED
    Since 2018-04-26

Branch Locations

Bensalem, PA • 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
Attleboro Wealth Management Langhorne PA 11/2011 03/2018
Kestra Financial Services, Inc. Austin TX 04/2016 03/2018
Neshaminy Creek Advisors Bensalem PA 03/2018 Present
  • 11/2011 → 03/2018
    Attleboro Wealth Management
    Langhorne, PA
  • 04/2016 → 03/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 03/2018 → Present
    Neshaminy Creek Advisors
    Bensalem, PA
Previous Registrations
  • 2016-04-19 → 2018-04-02
    Kestra Advisory Services, Llc
    Newton, PA
  • 2015-04-01 → 2016-09-22
    Kestra Investment Services, Llc
    Langhorne, PA
    Austin, TX
    Yardley, PA
  • 2012-02-13 → 2015-05-05
    Private Advisor Group, Llc
    Langhorne, PA
    Morristown, NJ
  • 2011-10-25 → 2015-04-13
    Lpl Financial Llc
    Langhorne, PA
  • 2010-10-29 → 2011-07-15
    Corestates Capital Advisors, Llc
    Yardley, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-18
S65 Uniform Investment Adviser Law Examination 2008-04-15
  • S63 Uniform Securities Agent State Law Examination
    2011-11-18
  • S65 Uniform Investment Adviser Law Examination
    2008-04-15

View on SEC IAPD

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