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Patrick Joseph O'HEarn

Kelman Lazarov Inc

Memphis, TN

CRD 6701727

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Employer firm

Kelman Lazarov Inc CRD 107727

$895M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Kelman Lazarov Inc

5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-05
LA RA APPROVED 2016-11-12
TN RA APPROVED 2016-10-11
  • TX RA
    APPROVED
    Since 2018-01-05
  • LA RA
    APPROVED
    Since 2016-11-12
  • TN RA
    APPROVED
    Since 2016-10-11

Branch Locations

5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 • 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
Kelman Lazarov Inc. Memphis TN 08/2016 Present
Paragon Bank Memphis TN 01/2005 09/2016
Mutual Securities, Inc. Camarillo CA 08/2016 11/2017
Mutual Securities, Inc. Camarillo CA 11/2017 09/2024
  • 08/2016 → Present
    Kelman Lazarov Inc.
    Memphis, TN
  • 01/2005 → 09/2016
    Paragon Bank
    Memphis, TN
  • 08/2016 → 11/2017
    Mutual Securities, Inc.
    Camarillo, CA
  • 11/2017 → 09/2024
    Mutual Securities, Inc.
    Camarillo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-22
  • S63 Uniform Securities Agent State Law Examination
    2017-11-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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