Best Investors Account Sign in
Inactive

Patrick Regan

Mariner

Madison, NJ

Claim This Profile
Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-04-16
  • NJ RA
    APPROVED
    Since 2024-04-16

Branch Locations

One Giralda Farms Ste. 130, Madison, NJ 07940 • 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
OrganizationCityStateFromTo
Lakeland Bank Montville NJ 06/2021 08/2021
Merrill Lynch Florham Park NJ 07/2022 05/2023
Suny Oswego Oswego NY 08/2018 05/2022
Montville Township High School Montville NJ 08/2014 05/2018
Mariner Wealth Overland Park KS 03/2024 Present
Premier Path Wealth Partners Madison NJ 05/2023 09/2023
Unemployed Pine Brook NJ 09/2023 03/2024
  • 06/2021 → 08/2021
    Lakeland Bank
    Montville, NJ
  • 07/2022 → 05/2023
    Merrill Lynch
    Florham Park, NJ
  • 08/2018 → 05/2022
    Suny Oswego
    Oswego, NY
  • 08/2014 → 05/2018
    Montville Township High School
    Montville, NJ
  • 03/2024 → Present
    Mariner Wealth
    Overland Park, KS
  • 05/2023 → 09/2023
    Premier Path Wealth Partners
    Madison, NJ
  • 09/2023 → 03/2024
    Unemployed
    Pine Brook, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
  • S66 Uniform Combined State Law Examination
    2023-04-19

View on SEC IAPD

More in Madison, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor