Patrick Clay Edwards

Current Employers

Employment History

• 08/2006 → Present
  Nylife Securities Inc
  Montgomery, AL
• 06/2007 → 07/2024
  Wealthmark Financial Solutions, Llc
  Montgomery, AL
• 10/2022 → Present
  Eagle Strategies Llc
  Montgomery, AL
• 07/2024 → Present
  Wealthmark Financial Strategies
  Montgomery, AL

Other Businesses

[Wetumpka Area Chamber of Commerce; enhance the economic vitality and quality of life by providing vision, leadership, information and services for the community; 116 East Bridge Street, Wetumpka, AL 36092; Start Date 11/2023; Role/Title: Officer - Treasurer ; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours; overall cognizance of the financial records of the corporation and shall ensure that the books and financial records are kept in accordance with generally accepted accounting principles] [OPERATING UNDER THE DBA NAME OF WEALTHMARK FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MONTGOMERY AL; START DATE: 07/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4121 Carmichael Rd, Suite 401, Montgomery, AL 36106; Start Date 09/2024; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [Morningview Baptist Church; membership based religious institution.; 125 Calhoun Rd, Montgomery, AL 36109; Start Date 10/2025; Role/Title: Director; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; budget director] [Team WMFS, LLC; An internal administrative and management services entity providing operational support to my business, including payroll and back-office functions.; 121 Southern Hills Dr, Wetumpka, AL 36093; Start Date 01/2026; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; internal management of the entity. Responsibilities include overseeing administrative operations, approving expenses, coordinating payroll and vendors, supervising staff, and strategic planning for internal processes]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-20
• S63 Uniform Securities Agent State Law Examination
  2006-11-27

Other Names

• Clay Edwards
• Patrick Clayton Edwards