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Kelly Nicole Patrick

Cooke & Bieler, L.P.

Philadelphia, PA

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Current Employers
Cooke & Bieler, L.P.

Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-30
  • PA RA
    APPROVED
    Since 2023-05-30

Branch Locations

Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • 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
Cooke & Bieler Philadelphia PA 03/2019 Present
Strategic Investment Group Arlington VA 08/2014 03/2019
  • 03/2019 → Present
    Cooke & Bieler
    Philadelphia, PA
  • 08/2014 → 03/2019
    Strategic Investment Group
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30

View on SEC IAPD

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