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Patrick Michael Hipkens

Truist Advisory Services, Inc.

Cornelius, NC

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-08
  • NC RA
    APPROVED
    Since 2021-12-08

Branch Locations

19315 West Catawba Ave. Ste 102, Cornelius, NC 28031 • 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
The Vanguard Group, Inc. Charlotte NC 06/2017 11/2021
Insights Global Charlotte NC 02/2017 05/2017
Cardinal Financial Llc. Charlotte NC 05/2016 12/2016
Truist Advisory Services, Inc. Charlotte NC 12/2021 Present
  • 06/2017 → 11/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2017 → 05/2017
    Insights Global
    Charlotte, NC
  • 05/2016 → 12/2016
    Cardinal Financial Llc.
    Charlotte, NC
  • 12/2021 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
S66 Uniform Combined State Law Examination 2019-09-25
S63 Uniform Securities Agent State Law Examination 2017-08-01
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31
  • S66 Uniform Combined State Law Examination
    2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2017-08-01
Designations
Other Names
  • Patrick Hipkens

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

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