Richard Patrick Lisk

Current Employers

Taconic Advisors

382 Main Street, Saugerties, NY 12477 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-08-11
PA	RA	APPROVED	2023-08-11

NY RA
APPROVED

Since 2023-08-11
PA RA
APPROVED

Since 2023-08-11

Branch Locations

Yardley, PA • United States

382 Main Street, Saugerties, NY 12477 • 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
Mycio Wealth Partners, Llc	Philadelphia	PA	06/2022	12/2022
Roundview Capital	Princeton	NJ	05/2020	06/2022
Endicott College	Beverly	MA	09/2016	05/2020
Unemployed	Princeton	NJ	09/2013	09/2016
Pitcaim Trust Company	Jenkintown	PA	01/2023	08/2023
Taconic Advisors, Inc.	Saugerties	NY	07/2023	Present

06/2022 → 12/2022

Mycio Wealth Partners, Llc

Philadelphia, PA
05/2020 → 06/2022

Roundview Capital

Princeton, NJ
09/2016 → 05/2020

Endicott College

Beverly, MA
09/2013 → 09/2016

Unemployed

Princeton, NJ
01/2023 → 08/2023

Pitcaim Trust Company

Jenkintown, PA
07/2023 → Present

Taconic Advisors, Inc.

Saugerties, NY

Previous Registrations

2022-09-01 → 2022-12-14

Mycio Wealth Partners, Llc

Philadelphia, PA

Other Businesses

Managing Partner, Hale Street Holdings, LLC, 35 S. Bell Avenue, Yardley, PA - holding company that operates sports training camps - start date 03/2023 - not investment related - 4-5 hours per week performing back-office operations and coordination of camp activities.

Designations

Other Names

Bump Lisk
Richard Patrick Lisk
Bump Patrick Lisk
Richard Patrick Lisk

View on SEC IAPD