Patrick Conor Mcmullen

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-08-13
FL	RA	APPROVED	2025-05-12
MD	RA	APPROVED	2025-01-24

NJ RA
APPROVED

Since 2025-08-13
FL RA
APPROVED

Since 2025-05-12
MD RA
APPROVED

Since 2025-01-24

Branch Locations

900 Haddon Avenue Suite 432, Collingswood, NJ 08108 • United States

307 International Circle Suite 390, Hunt Valley, MD 21030 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Hunt Valley	MD	02/2014	06/2023
Morgan Stanley Private Bank, N.A.	New York	NY	11/2015	06/2023
Lincoln Financial Advisors	Hunt Valley	MD	06/2023	01/2025
Morgan Stanley Private Bank, N.A	New York	NY	12/2015	Present
Osaic Wealth, Inc.	Hunt Valley	MD	01/2025	Present

02/2014 → 06/2023

Morgan Stanley Smith Barney Llc

Hunt Valley, MD
11/2015 → 06/2023

Morgan Stanley Private Bank, N.A.

New York, NY
06/2023 → 01/2025

Lincoln Financial Advisors

Hunt Valley, MD
12/2015 → Present

Morgan Stanley Private Bank, N.A

New York, NY
01/2025 → Present

Osaic Wealth, Inc.

Hunt Valley, MD

Previous Registrations

2023-06-08 → 2025-01-24

Osaic Fa, Inc.

Hunt Valley, MD
2014-06-13 → 2023-06-13

Morgan Stanley

Baltimore, MD

Hunt Valley, MD

Other Businesses

1. HERITAGE FINANCIAL CONSULTANTS, LLC 307 INTERNATIONAL CIRCLE, STE 390, HUNT VALLEY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 06/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2. HERITAGE FINANCIAL CONSULTANTS LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/08/2023 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG payout with Heritage Financial Consultants, LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-13

S66 Uniform Combined State Law Examination

2014-06-13

Other Names

Patrick Mcmulllen
Patrick Conor Mcmulllen

View on SEC IAPD