Patrick Floyd Pope

Current Employers

Employment History

• 05/2014 → 08/2019
  Bb&T Insurance Services
  Charlotte, NC
• 05/2019 → 08/2019
  Bb&T Insurance Services
  Charlotte, NC
• 10/2019 → Present
  Lpl Financial, Llc
  Dallas, TX
• 11/2019 → Present
  Hg Tailored Financial Services, Llc
  Dallas, TX
• 10/2019 → 03/2022
  Davis, Glenn, & Glover Wealth Management Services, Llc
  Dallas, TX
• 03/2016 → Present
  Patrick Pope, Sole Proprietor
  Dallas, TX
• 01/2019 → 08/2019
  Bb&T Securities, Llc
  Charlotte, NC
• 01/2018 → 08/2019
  Bb&T Securities, Llc
  Charlotte, NC
• 11/2016 → 01/2018
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 11/2021 → Present
  Henri Glover Tailored Financial Services, Llc
  Dallas, TX

Previous Registrations

• 2019-10-11 → 2022-03-01
  Glenn Wealth Management Services, Llc
  Dallas, TX
• 2019-01-24 → 2019-08-09
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

1. 10/2/2019 - HG Tailored Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/26/2019 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%. 2. 12/17/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/20/2019 - 10 Hours Per Month/2 Hours During Securities Trading 3. 07/17/2023 - HG Tailored Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/01/2022 - 150 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through HG Tailored Financial Services, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-24
• S63 Uniform Securities Agent State Law Examination
  2018-12-22

Other Names

• Patrick Floyd Pope
• Patrick Floyd Pope
• Pat Pope