Patrick Joseph Darby

Current Employers

Employment History

• 01/2019 → Present
  Darby Wealth Planning Llc
  Las Vegas, NV
• 03/2015 → 04/2019
  Olson, Cross & Alamo Advisors Llc
  New York, NY
• 08/2017 → 04/2019
  Neopolitan Capital Group, Llc
  Hoboken, NJ
• 03/2023 → Present
  Sin City Cfo Llc
  Las Vegas, NV

Previous Registrations

• 2017-08-22 → 2019-05-17
  Visconti & Associates, A Financial Services Llc
  Hoboken, NJ
  Verona, NJ
• 2015-05-21 → 2019-04-12
  Olson, Cross & Alamo Advisors Llc
  Red Bank, NJ

Other Businesses

(1) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, LAS VEGAS, NV, SINCE 07/01/2016; APPROXIMATELY 8 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS, INSURANCE PRODUCT SALES AND SERVICES; (2) ENROLLED AGENT (EA); NON-INVESTMENT RELATED; SINCE 10/2019; APPROXIMATELY 20-30 HOURS/MONTH WITH APPROXIMATELY 1 HOUR/MONTH DURING TRADING HOURS; RUNNING TAX ESTIMATES/FORECASTS, CALCULATING QUARTERLY TAX PAYMENTS, TAX PLANNING STRATEGIES, ANALYZING TAX RAMIFICATIONS OF DIFFERENT BUSINESS DECISIONS, COORDINATING THE DOCUMENTATION/RECORDKEEPING OF TAX STRATEGIES PROPERLY WITH BOOKKEEPER & TAX PREPARER; (3) SIN CITY CFO LLC, NON-INVESTMENT RELATED, LAS VEGAS, NV, MANAGER/OWNER, SINCE 03/2023, 64 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS, PROVIDING BUSINESS CONSULTING, BOOKKEEPING, TAX FILING, AND OUTSOURCED CFRO SERVICES. SIN CITY CFO LLC IS THE SOLE MEMBER AND OWNER OF DARBY WEALTH PLANNING LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-20
• S63 Uniform Securities Agent State Law Examination
  2010-12-28

Designations