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Patrick Dunn

Olde Raleigh Financial Group

Raleigh, NC

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Current Employers
Olde Raleigh Financial Group

3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-27
  • NC RA
    APPROVED
    Since 2026-08-27

Branch Locations

3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • 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
Fidelity Brokerage Services Llc Greenwood Village CO 02/2016 09/2025
Olde Raleigh Financial Group Raleigh NC 05/2026 Present
Unemployed Chapel Hill NC 10/2025 04/2026
  • 02/2016 → 09/2025
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 05/2026 → Present
    Olde Raleigh Financial Group
    Raleigh, NC
  • 10/2025 → 04/2026
    Unemployed
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-24
S63 Uniform Securities Agent State Law Examination 2007-10-15
  • S65 Uniform Investment Adviser Law Examination
    2026-07-24
  • S63 Uniform Securities Agent State Law Examination
    2007-10-15
Other Names
  • Patrick T Dunn
  • Patrick Timothy Dunn

View on SEC IAPD

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Earl Scott Butcher
DAVID JEFFREY HERMAN
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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Raleigh, NC

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