Patrick Morrissey

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc
  Farmington, CT
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Farmington, CT

Previous Registrations

• 2008-07-16 → 2012-05-04
  Woodbury Financial Services, Inc.
  Glastonbury, CT
• 2005-04-26 → 2008-01-28
  Eagle Strategies Llc
  Clinton, CT
  Windsor, CT

Other Businesses

Business Name: Schuster Driscoll, LLC dba The Schuster Group Investment Related: No Address: 135 South Road Farmington CT 06032 Nature of Business: Insurance Position, Title or Relationship: Employee Start Date: 5/2/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide sales assistance.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Cross Current Insurance Investment Related: Yes Address: 135 South Road Farmington CT 06032 Nature of Business: Consulting Position, Title or Relationship: Consultant Start Date: 12/23/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To introduce people to agents in Cross Current.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-01
• S63 Uniform Securities Agent State Law Examination
  1994-01-11