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Patrick F Shinn

Heritage Asset Advisors Ltd., LLP

Houston, TX

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Current Employers
Heritage Asset Advisors Ltd., Llp

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-07-09
  • TX RA
    APPROVED
    Since 2007-07-09

Branch Locations

Houston, TX • 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
Heritage Asset Advisors Ltd., Llp Houston TX 07/2007 Present
Previous Registrations
Other Businesses

MR. SHINN APPEARS ON A WEEKLY RADIO SHOW ON KTRH IN HOUSTON. THE SHOW IS CALLED MONEY MATTERS AND MR. SHINN SPENDS APPROXIMATELY 10 HOURS PER MONTH ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-15
S63 Uniform Securities Agent State Law Examination 1994-03-07
  • S65 Uniform Investment Adviser Law Examination
    1994-03-15
  • S63 Uniform Securities Agent State Law Examination
    1994-03-07
Designations
Other Names
  • Patrick Shinn

View on SEC IAPD

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