Patrick Edward Riley

Current Employers

Employment History

• 03/2018 → 04/2018
  Unemployed
  Comstock Park, MI
• 09/2016 → 03/2018
  Bredeweg & Zylstra
  Grand Rapids, MI
• 09/2017 → 11/2017
  Logan'S Roadhouse
  Walker, MI
• 03/2017 → 08/2017
  Uccellos Ristorante
  Grand Rapids, MI
• 01/2015 → 09/2016
  Equity Transportation
  Walker, MI
• 09/2015 → 06/2017
  J&P, Llc
  Grand Rapids, MI
• 04/2018 → 12/2019
  Valic Financial Advisors, Inc
  Grand Rapids, MI
• 01/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Grandeville, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2021 → Present
  Riley Planning & Investments
  Grand Rapids, MI
• 12/2022 → 07/2025
  Riley Jp Group, Llc
  Lowell, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-07 → 2021-06-09
  Voya Financial Advisors, Inc.
  Holland, MI
  Grand Rapids, MI
  Bloomfield Hills, MI
  Wyoming, MI
• 2018-12-12 → 2020-01-10
  Valic Financial Advisors, Inc.
  Novi, MI
  Grand Rapids, MI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: RILEY PLANNING & INVESTMENTS ; INVESTMENT RELATED: YES; ADDRESS: 1600 EAST BELTLINE NE SUITE 212 GRAND RAPIDS, MI 49525 ; NATURE OF BUSINESS: FINANCIAL & INSURANCE SERVICES ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: VAN ANDEL INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 333 BOSTWICK AVE NE, GRAND RAPIDS, MI 49503; NATURE OF BUSINESS: BOARD; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND LUNCH AND LEARNS, SPREAD WORD ABOUT WHAT INSTITUTE DOES FOR COMMUNITY (SUPPORTING CANCER & PARKINSON'S DISEASE RESEARCH); 4. NAME OF OTHER BUSINESS: LOWELL LACROSSE; INVESTMENT RELATED: NO; ADDRESS: 225 S HUDSON ST SE LOWELL, MI 49331; NATURE OF BUSINESS: COACHING LACROSSE; START DATE:03/2024; POSITION/TITLE/RELATIONSHIP: LACROSSE COACH; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACHING LACROSSE TO KIDS IN GRADES K - 12; 5. NAME OF OTHER BUSINESS: JPH EMPLOYEES LLC; INVESTMENT RELATED: NO; ADDRESS: 1600 EAST BELTLINE AVE NE, SUITE 114, GRAND RAPIDS, MI 49331; NATURE OF BUSINESS: LLC; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: EQUAL MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: EQUAL MEMBER OF LLC USED IN SHARED OFFICE TO EMPLOYE ADMIN ASSISTANT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-11
• S63 Uniform Securities Agent State Law Examination
  2018-05-18

Other Names

• Patrick Riley