Patrick Dunk

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-02-10
CA	RA	APPROVED	2024-03-29
WA	RA	APPROVED	2023-12-04
FL	RA	APPROVED	2023-05-16
NY	RA	APPROVED	2023-05-12
RI	RA	APPROVED	2022-02-09
NH	RA	APPROVED	2021-05-04

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

607 Boylston Street Ms: Ma721, Boston, MA 02116 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Hobart And William Smith Colleges	Geneva	NY	08/2013	06/2017
Chilmark Community Center	Chilmark	MA	05/2017	09/2017
Northwestern Mutual Life Insurance Company	Milwaukee	WI	09/2017	05/2018
Northwestern Mutual Investment Services Llc	Boston	MA	09/2017	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newton	MA	05/2018	05/2019
Lpl Financial Llc	Winchester	MA	05/2019	05/2021
Shepherd Financial Partners, Llc	Winchester	MA	05/2019	05/2021
Citizens Securities, Inc.	Boston	MA	05/2021	Present

08/2013 → 06/2017

Hobart And William Smith Colleges

Geneva, NY
05/2017 → 09/2017

Chilmark Community Center

Chilmark, MA
09/2017 → 05/2018

Northwestern Mutual Life Insurance Company

Milwaukee, WI
09/2017 → 05/2018

Northwestern Mutual Investment Services Llc

Boston, MA
05/2018 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newton, MA
05/2019 → 05/2021

Lpl Financial Llc

Winchester, MA
05/2019 → 05/2021

Shepherd Financial Partners, Llc

Winchester, MA
05/2021 → Present

Citizens Securities, Inc.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-24
S63	Uniform Securities Agent State Law Examination	2018-01-29