Patrick W Monahan

Current Employers

Employment History

• 08/2010 → Present
  Krilogy Financial
  St. Louis, MO
• 10/2014 → Present
  Saxony Securities Inc
  Saint Louis, MO

Other Businesses

1) Krilogy Financial, LLC, DBA for investment related activity 2) VARIOUS INSURANCE COMPANIES (OBA) FOR INVESTMENT RELATED BUSINESS; 275 N. LINDBERGH, SUITE 20, ST LOUIS, MO 63141; NON VARIABLE INSURANCE SALES; INSURANCE AGENT; BEGAN 5-1-11; 1-160 HRS/MO; INSURANCE POLICY SALES 3) Krilogy Financial, LLC (OBA), investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141; Investment Advisory Business,Financial Advisor, Began 1-5-2011; 160 HRS/MO; conduct advisory business through RIA. 4) Monahan Advisory Services, LLC, investment related, 575 Ballas Park Dr. Louis, MO 63122, 1% ownership interest in Krilogy Tax Services, LLC., Krilogy Financial, LLC., Krilogy Capital Management Partners, LLC., Krilogy Capital Management, LLC., Krilogy Capital Management Partners II, LLC., and Krilogy Capital Management II, LLC., owner, started on October 24th, 2016, 0 hours per month during trading & non-trading hours, LLC formed to receive payments from stated ownership interest. 5) Krilogy Tax Services, LLC., non-investment related, 275 N. Lindbergh, Suite 20, St. Louis, MO 63141, tax preparation services, Owner, Started on January 12, 2018, 5 hours per month during non-trading hours, ownership interest in new subsidiary of Krilogy, LLC. 6) The Enrich Your Journey Podcast, investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141, Educational platform for information purposes only, Podcast Host, 12/29/23, 6-10 hours per month, 1-5 hours per month, Podcast host for interviewees as well as FA introducing financial planning strategies 7) Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suite 20 St. Louis, MO 63141; 10/29/2014; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-28
• S63 Uniform Securities Agent State Law Examination
  2010-12-21