Best Investors Account Sign in
Inactive

Patrick Charles Danis

Allworth Financial, L.P.

Sacramento, CA

Claim This Profile
Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-07
  • TX RA
    APPROVED_RES
    Since 2020-01-07

Branch Locations

8775 Folsom Blvd. Suite 100, Sacramento, CA 95826

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
American Airlines Ft Worth TX 03/1990 Present
Raa Addison TX 10/2016 Present
Allworth Financial, L.P. Sacramento CA 01/2020 Present
  • 03/1990 → Present
    American Airlines
    Ft Worth, TX
  • 10/2016 → Present
    Raa
    Addison, TX
  • 01/2020 → Present
    Allworth Financial, L.P.
    Sacramento, CA
Previous Registrations
  • 2017-11-09 → 2020-01-07
    Raa
    Flower Mound, TX
    Addison, TX
Other Businesses

Patrick is a pilot for American Airlines, this is not investment related. His duties at American do not interfere with his duties at RAA.

View on SEC IAPD

Other Firms

GUANILL WEALTH MANAGEMENT
ENDEAVOR FINANCIAL PLANNING
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

EDWARD SAL GUANILL
GARY PETER LIBHART
PAIGE DETER FARRELL
Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

More in Sacramento, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor