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Inactive

Patrick Mathias Burke

133 Legacy

Campobello, SC

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Current Employers
133 Legacy

Campobello, SC • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-17
NC RA APPROVED 2024-11-06
SC RA APPROVED 2024-01-04
  • FL RA
    APPROVED
    Since 2026-03-17
  • NC RA
    APPROVED
    Since 2024-11-06
  • SC RA
    APPROVED
    Since 2024-01-04

Branch Locations

Campobello, SC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 05/2017 06/2021
Fscj Jacksonville FL 09/2016 03/2017
Northwestern Mutual Investment Services Llc Greenville SC 07/2021 09/2021
Empower Advisory Group, Llc Greenwood Village CO 11/2021 11/2022
133 Legacy Planning Group Llc Campobello SC 01/2024 Present
Unemployed Campobello SC 12/2022 10/2023
Redemption Solar & Roofing Campobello SC 06/2025 Present
133 Legacy Planning Group Llc Campobello SC 11/2023 Present
Previous Registrations
Other Businesses

Independent insurance agent since 06/2021; Campobello, SC; investment related; sell insurance products; 5 hrs/mo Redemption Solar & Roofing; roofing contractor; 06/2025; Campobello, SC; not investment related; roofing; 10 hours/mo

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-10
  • S66 Uniform Combined State Law Examination
    2017-07-10
Other Names
  • Patrick Burke
  • Patrick Mathias Burke
  • Patrick Mathias Burke

View on SEC IAPD

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