Patrick Dennis Lyman

Current Employers

Employment History

• 08/2020 → Present
  Lpl Financial, Llc
  Barrington, IL
• 06/2019 → 08/2020
  Walgreens
  Deerfield, IL
• 05/2019 → 06/2019
  Unemployed
  Mundelein, IL
• 08/2018 → 05/2019
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 06/2018 → 08/2018
  Walgreens
  Deerfield, IL
• 05/2018 → 06/2018
  Unemployed
  Mundelein, IL
• 08/2017 → 05/2018
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 05/2017 → 08/2017
  Lpl - Jmc Wealth Management
  Chicago, IL
• 08/2016 → 05/2017
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 09/2020 → Present
  Sequoia Wealth Management
  Barrington, IL

Other Businesses

1)08/19/2020 - Sequoia Financial Planning - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2020 - 128 hr/mth 2)08/19/2020 - Sequoia Financial Network - Insurance Agency - inv rel - at reported business location(s) - start: 08/2020 - 16 hr/mth _ INSURANCE AGENT 3)9/2/2020 - Sequoia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 8/17/2020 - 16 Hours Per Month/4 Hours During Securities Trading - Time Spent 10% - I provide administrative support to Sequoia Wealth Management, an independent investment advisor firm. I started this business activity in 8/2020. I expect to spend approximately 16 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4)6/3/2021 - TutorMe - Not Investment Related - Other-Tutoring - Start Date: 4/19/2021 - 16 Hours Per Month/8 Hours During Securities Trading - Online tutor in subjects such as economics, math, and beginners finance. 5) BNI - Referral Champions non-profit Board Member/President not investment related since 10/2023 6) Chicago Illini Club Non-Profit Board Member/Director Not Investment Related Since 02/2022 7) LPL Financial Broker Dealer Registered Representative Since 08/2020 Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23

Designations

Other Names

• Patrick Lyman