Patrick Ryan Ferguson

Current Employers

Intentional

850 Bee Balm Trail, Fort Mill, SC 29708 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-01

MD RA
APPROVED

Since 2025-01-01

Branch Locations

New Market, MD • United States

850 Bee Balm Trail, Fort Mill, SC 29708 • 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

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	05/2012	03/2022
Prime Wealth Management	Ijamsville	MD	05/2012	Present
Purshe Kaplan Sterling Investments	Albany	NY	03/2022	01/2026
Intentional, Llc	Mount Airy	MD	03/2022	Present

05/2012 → 03/2022

Commonwealth Financial Network

Waltham, MA
05/2012 → Present

Prime Wealth Management

Ijamsville, MD
03/2022 → 01/2026

Purshe Kaplan Sterling Investments

Albany, NY
03/2022 → Present

Intentional, Llc

Mount Airy, MD

Previous Registrations

2012-05-03 → 2022-03-11

Commonwealth Financial Network

Bethesda, MD

Mount Airy, MD
2009-04-29 → 2012-05-03

Lpl Financial Llc

Rockville, MD

Other Businesses

1) 1. Intentional, LLC d/b/a Prime Wealth Management 2. Investment related 3. Office of employment address 4. RIA 5. Financial Advisor 6. 3/20/2022 7. 160 hrs/mo 8. 13hrs during trading 9. Operations manager and financial advisor. 2) Fixed Insurance 2. Investment related 3. Office of employment 4. Fixed / Traditional insurance 5. Agent 6. 2/2022 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales of fixed /Traditional insurance products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-27

S66 Uniform Combined State Law Examination

2009-04-27

Other Names

Patrick R Ferguson

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