Best Investors Account Sign in
Inactive

Patrick Bevan

Corient

Seattle, WA

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-29
  • WA RA
    APPROVED
    Since 2025-01-29

Branch Locations

1910 Fairview Ave E Suite 200, Seattle, WA 98102 • 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
Seattle Preparatory School Seattle WA 09/2014 06/2018
Creighton University Omaha NE 08/2018 06/2022
Carson Wealth Omaha NE 05/2023 10/2024
Carson Wealth Omaha NE 06/2022 05/2023
Cwm, Llc Omaha NE 01/2024 10/2024
Corient Services Llc Miami FL 10/2024 Present
Corient Seattle WA 10/2024 Present
  • 09/2014 → 06/2018
    Seattle Preparatory School
    Seattle, WA
  • 08/2018 → 06/2022
    Creighton University
    Omaha, NE
  • 05/2023 → 10/2024
    Carson Wealth
    Omaha, NE
  • 06/2022 → 05/2023
    Carson Wealth
    Omaha, NE
  • 01/2024 → 10/2024
    Cwm, Llc
    Omaha, NE
  • 10/2024 → Present
    Corient Services Llc
    Miami, FL
  • 10/2024 → Present
    Corient
    Seattle, WA
Previous Registrations
  • 2024-01-24 → 2024-10-02
    Cwm, Llc
    Omaha, NE
    Omaha, NE
Designations

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor