Patrick Jude Barrett

Current Employers

Employment History

• 01/1987 → Present
  Patrick J Barrett Cpa P.C.
  Weymouth, MA
• 06/2012 → 02/2017
  Source Capital Group
  Westport, CT
• 06/2021 → Present
  Barrett Capital Partners
  Weymouth, MA
• 02/2017 → 08/2021
  Trust Advisory Group
  Weymouth, MA
• 02/2017 → 08/2021
  Advisory Group Equity Services
  Weymouth, MA

Previous Registrations

• 2017-02-21 → 2021-08-09
  Trust Advisory Group Ltd
  Weymouth, MA
• 2012-06-12 → 2017-07-24
  Source Capital Group, Inc.
  Westport, CT
  Weymouth, MA
  Westport, CT
• 2006-01-05 → 2009-12-31
  Osaic Services, Inc.
  Weymouth, MA
  Weymouth, MA
  Stoughton, MA
• 1999-09-01 → 2005-12-31
  U.S. Financial Advisors
  Weymouth, MA

Other Businesses

PATRICK J. BARRETT CPA'S PC. 1109 WASHINGTON STREET, WEYMOUTH, MA 02189. NOT INVESTMENT RELATED. PRESIDENT/OWNER. ACCOUNTING. START DATE: 4/1987. 120 HOURS/MONTH. 3 TRADING HOURS per day. PATRICK J. BARRETT - COMMISSIONS FROM SHOREPOINT CAPITAL PARTNERS LLC (CRD# 152087). 1109 WASHINGTON STREET, WEYMOUTH, MA 02189. INVESTMENT RELATED. I HAVE A PREVIOUS FINANCIAL PLANNING RELATIONSHIP WITH THE FOUNDER OF THAT FIRM, AND CONTINUE TO RECEIVE COMPENSATION FOR CLIENTS PREVIOUSLY REFERRED TO HIM. START DATE: 04/2010. 8 HOURS/MONTH. 2 HOURS/TRADING HOURS PER WEEK. PATRICK J. BARRETT - LIFE INSURANCE SALES. NON INVESTMENT RELATED. START DATE: 2009. 5 HOURS/ MONTH, 0 TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-04
• S63 Uniform Securities Agent State Law Examination
  1999-02-02

Designations