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Patrick Anthony Kujawa

Halbert Hargrove

Long Beach, CA

Scottsdale, AZ

CRD 2459571

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-08
CO RA APPROVED 2022-05-05
AZ RA APPROVED 2012-07-20
  • TX RA
    APPROVED_RES
    Since 2024-05-08
  • CO RA
    APPROVED
    Since 2022-05-05
  • AZ RA
    APPROVED
    Since 2012-07-20

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

14850 North Scottsdale Road Suite 250, Scottsdale, AZ 85254 • 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
Halbert Hargrove Global Advisors, Llc Scottsdale AZ 05/2012 Present
  • 05/2012 → Present
    Halbert Hargrove Global Advisors, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-16
S63 Uniform Securities Agent State Law Examination 1994-06-23
  • S66 Uniform Combined State Law Examination
    2008-10-16
  • S63 Uniform Securities Agent State Law Examination
    1994-06-23
Other Names
  • Pat Kujawa

View on SEC IAPD

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