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Inactive

Patrick Thomas Harris

Ira Group, Inc.

Atlanta, GA

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Current Employers
Ira Group, Inc.

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-05-02
  • GA RA
    APPROVED
    Since 2024-05-02

Branch Locations

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • 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
Ira Group Atlanta GA 09/2014 06/2019
U.S. Bank Charlotte NC 10/2019 08/2020
Kestra Financial, Inc. Charlotte NC 08/2020 06/2022
Unemployed Charlotte NC 06/2019 10/2019
Creative Planning, Llc Overland Park KS 07/2022 03/2024
Investment Research & Advisory Group, Inc. Atlanta GA 04/2024 Present
  • 09/2014 → 06/2019
    Ira Group
    Atlanta, GA
  • 10/2019 → 08/2020
    U.S. Bank
    Charlotte, NC
  • 08/2020 → 06/2022
    Kestra Financial, Inc.
    Charlotte, NC
  • 06/2019 → 10/2019
    Unemployed
    Charlotte, NC
  • 07/2022 → 03/2024
    Creative Planning, Llc
    Overland Park, KS
  • 04/2024 → Present
    Investment Research & Advisory Group, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-24
  • S65 Uniform Investment Adviser Law Examination
    2016-10-24
Other Names
  • Patrick Harris

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
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