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Patrick M Smith

Edward Jones

Gig Harbor, WA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-21
WA RA APPROVED 2021-01-19
  • TX RA
    APPROVED
    Since 2022-04-21
  • WA RA
    APPROVED
    Since 2021-01-19

Branch Locations

3312 Rosedale St Suite 202, Gig Harbor, WA 98335 • 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
Chamberlain Group Oak Brook IL 05/2019 10/2020
Pro-Lift Garage Doors Tacoma WA 12/2017 05/2019
Streamline Marketing Seattle WA 01/2017 11/2017
Safe Streets Usa, Llc Kent WA 04/2010 12/2016
Equitable Advisors,Llc New York NY 07/2020 12/2020
Edward Jones Gig Harbor WA 01/2021 Present
  • 05/2019 → 10/2020
    Chamberlain Group
    Oak Brook, IL
  • 12/2017 → 05/2019
    Pro-Lift Garage Doors
    Tacoma, WA
  • 01/2017 → 11/2017
    Streamline Marketing
    Seattle, WA
  • 04/2010 → 12/2016
    Safe Streets Usa, Llc
    Kent, WA
  • 07/2020 → 12/2020
    Equitable Advisors,Llc
    New York, NY
  • 01/2021 → Present
    Edward Jones
    Gig Harbor, WA
Other Businesses

Purchased and currently for sale at Godaddy Gig Harbor, WA Start date: 5/1/2009 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-11
S63 Uniform Securities Agent State Law Examination 1996-05-14
  • S66 Uniform Combined State Law Examination
    2020-09-11
  • S63 Uniform Securities Agent State Law Examination
    1996-05-14
Designations
Other Names
  • Patrick Michael Smith

View on SEC IAPD

Other Firms

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SOWELL MANAGEMENT
CONESTOGA WEALTH PARTNERS
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED WEALTH CONCEPTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AERIE ADVISORY GROUP LLC
BENCHMARK PLUS MANAGEMENT

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Lori R Tipple
Adam Richard Wojtanowicz
Brenton Joshua Tayet

Other Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA
SOWELL MANAGEMENT · Gig Harbor, WA
CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
INTEGRATED WEALTH CONCEPTS LLC · GIG HARBOR, WA
INTEGRATED WEALTH CONCEPTS LLC · GIG HARBOR, WA

More in Gig Harbor, WA

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