Patrick Lee Reid

Current Employers

Employment History

• 07/2013 → 12/2016
  New York Life Insurance Co
  New York, NY
• 06/2013 → 01/2017
  Nylife Securities Llc
  Hiawatha, IA
• 06/2016 → 01/2017
  Eagle Strategies Llc
  Davenport, IA
• 01/2017 → 12/2021
  Lpl Financial, Llc
  Davenport, IA
• 01/2017 → 12/2021
  Plan2Thrive Financial Services
  Davenport, IA
• 10/2021 → Present
  Plan2Thrive Financial, Llc
  Davenport, IA
• 09/2021 → Present
  Plumb Line Properties Llc
  Eldridge, IA
• 01/2022 → Present
  The Vault Coffee & Cafe Llc
  Eldridge, IA

Previous Registrations

• 2017-01-11 → 2021-12-31
  Lpl Financial Llc
  Davenport, IA
• 2017-01-12 → 2021-12-31
  Plan2Thrive Financial Services
  Davenport, IA
• 2016-06-01 → 2017-01-06
  Eagle Strategies Llc
  Davenport, IA

Other Businesses

1. 1/11/2018 - Plan2Thrive Life Coaching - Not Investment Related - 220 W Davenport St. Eldridge, IA 52748 - Other - Life Coaching - Start Date 1/15/2018 - 10 Hours Per Month/5 Hours During Trading. 2. 09/21/2021 - Plumb Line Properties LLC - Investment Related: No; Location: 305 W Davenport St, Eldridge, IA 52748; Description: Real Estate Holding LLC; Position Title: Owner; Responsibilities Duties: Pay Mortgage, collect rent, maintain building through outside contractors; Start Date: 09/14/2021; Hours during trading hours: 1; Hours outside trading hours: 1 3. 02/03/2022 - The Vault Coffee & Cafe LLC; Investment related: No; Location: 220 W Davenport St, Eldridge, IA 52748; Description: Coffee Shop & Cafe; Position Title: Owner; Responsibilities Duties: No day to day activities, just the owner; Start: 2022-01-01; Hours during trading hours: 1; Hours outside trading hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2016-05-26
• S63 Uniform Securities Agent State Law Examination
  2013-08-02

Other Names

• Pat Reid
• Pat L Reid