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Patrick John Clark

Charter Research & Investment Group Inc

Southport, CT

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Current Employers
Charter Research & Investment Group Inc

2507 Post Road, Southport, CT 06890 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 1996-03-08
  • CT RA
    APPROVED
    Since 1996-03-08

Branch Locations

2507 Post Road, Southport, CT 06890 • 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
Charter Research & Investment Group, Inc. Fairfield CT 05/1993 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-03
  • S65 Uniform Investment Adviser Law Examination
    1995-11-03

View on SEC IAPD

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Other Offices

STARBOARD CAPITAL PARTNERS, LLC · SOUTHPORT, CT
ESSEX FINANCIAL SERVICES, INC. · Southport, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHPORT, CT
ESSEX FINANCIAL SERVICES, INC. · Southport, CT
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC · SOUTHPORT, CT
FREMONT WEALTH MANAGEMENT, LP · SOUTHPORT, CT
5TH STREET ADVISORS, LLC · SOUTHPORT, CT
EDWARD JONES · SOUTHPORT, CT

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