David Michael Patrick

Current Employers

Employment History

• 09/2007 → 07/2025
  Next Financial Group Inc
  St. George, UT
• 07/2025 → Present
  Lpl Financial Llc
  St. George, UT

Previous Registrations

• 2007-09-21 → 2025-07-10
  Next Financial Group, Inc.
  Houston, TX
  St. George, UT
• 2002-09-11 → 2007-10-03
  Mml Investors Services, Llc
  St. George, UT
  St George, UT
• 2002-07-05 → 2002-09-05
  Eastern Point Advisors Inc.
  St. George, UT

Other Businesses

1- 07/2025 - Patrick Enterprises LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 10/27/2020 - 1 hour per month/ 0 hours during trading 2- 07/2025 - NorthStar Financial & Insurance Service, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/01/2002 - 40 hours per month/ 40 hours during trading 3- 07/2025 - NorthStar Financial & Insurance Service, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2002 - 160 hours per month/ 130 hours during trading 4- 07/2025 - NorthStar Estate Services - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 08/27/2024 - 4 hours per month/ 4 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-13
• S63 Uniform Securities Agent State Law Examination
  1994-08-03