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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

809 39Th Street Gulf, Marathon, FL 33050 • United States

100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • United States

1819 Short Branch Dr Ste 101, Trinity, FL 34655 • 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
Waddell & Reed Inc Trinity FL 12/2008 07/2021
Various Insurance Carriers For W & R Insurance Agencies New Port Richey FL 06/2009 07/2021
Rgpg Enterprises, Inc Trinity FL 11/2016 07/2021
Coastal Tax Advisory Group Port Richey FL 02/2017 07/2021
Universal Financial Consultants Clearwater FL 05/2017 07/2021
Angel, Gallagher & Associates Port Richey FL 01/2017 02/2018
Patrick Gallagher, Pa Port Richey FL 11/2016 07/2021
Angel, Gallagher & Associates (Dba) Port Richey FL 07/2017 02/2018
Capital Title Solutions Trinity FL 11/2017 07/2021
Drp Insurance Enterprises Llc Trinity FL 05/2020 07/2021
Lpl Financial Llc Trinity FL 07/2021 Present
  • 12/2008 → 07/2021
    Waddell & Reed Inc
    Trinity, FL
  • 06/2009 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    New Port Richey, FL
  • 11/2016 → 07/2021
    Rgpg Enterprises, Inc
    Trinity, FL
  • 02/2017 → 07/2021
    Coastal Tax Advisory Group
    Port Richey, FL
  • 05/2017 → 07/2021
    Universal Financial Consultants
    Clearwater, FL
  • 01/2017 → 02/2018
    Angel, Gallagher & Associates
    Port Richey, FL
  • 11/2016 → 07/2021
    Patrick Gallagher, Pa
    Port Richey, FL
  • 07/2017 → 02/2018
    Angel, Gallagher & Associates (Dba)
    Port Richey, FL
  • 11/2017 → 07/2021
    Capital Title Solutions
    Trinity, FL
  • 05/2020 → 07/2021
    Drp Insurance Enterprises Llc
    Trinity, FL
  • 07/2021 → Present
    Trinity, FL
Previous Registrations
  • 2009-06-19 → 2021-07-21
    Waddell & Reed
    Charleroi, PA
    Trinity, FL
    St Petersburg, FL
Other Businesses

1- 10/2016 / DBA for LPL Business (entity for LPL business) / Wealth Bridge Financial Group / Investment Related / Trinity, FL 34655 2- 05/2020 / DRP Insurance Enterprises, LLC / Insurance Agency / Investment Related / Trinity, FL 3- 11/2016 / RGPG Enterprises Inc. / For-Profit Business / Non Investment Related / New Port Richey, FL 34652 4- 02/2017 / Coastal Tax Advisory Group / Tax Prep/Accounting/CPA / 10 HR MNTH & 1 HR During Trading / Investment Related / Trinity Fl 34655 5- 05/2017 / Universal Financial Consultants / Non-Variable Insurance / Investment Related / Clearwater , FL 33759 6- 11/2016 / Patrick Gallagher, PA / Business Entity For Tax/Investment Purposes Only / 160 HR MNTH & 7 Hr During Trading / Non Investment Related / Trinity Fl 34655 7- 06/20/2023 - No Business Name - Investment Related - Marathon, FL - Real Estate Rental - Start Date 07/01/2023 - 5 Hours Per Month/ 1 Hour During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-12
  • S66 Uniform Combined State Law Examination
    2009-06-12
Other Names
  • Patrick Gallagher

View on SEC IAPD

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